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Financial Service Representative

2 months ago

Moncton, New Brunswick, Canada OMISTA Credit Union Full time

OMISTA Credit Union seeks a Financial Service Representative to provide exceptional customer service and sales support in a dynamic team environment.

As a Certified B Corp, OMISTA Credit Union exists to provide a better way to bank, delivering complete banking products and services with honesty, fairness, and trust. Our commitment is to provide solutions that improve the financial wellbeing of our members, creating greater prosperity for our shared economy and communities.

We are seeking a dynamic and customer-oriented individual to join our team as a Financial Service Representative. In this role, you will be the primary contact for new and potential members, assisting them in opening various types of accounts, providing information on financial products and services, and ensuring a smooth onboarding experience.

Responsibilities:

  • Guide new members through the account opening process, ensuring accuracy and completeness of required documentation.
  • Conduct new account interviews for personal banking customers to understand their needs and wants.
  • Collaborate with other departments to ensure a seamless transition for new members.

Sales Support and Administration:

  • Process Mastercard applications.
  • Process and/or check loan applications and related documentation, within assigned lending limits, while adhering to established loans policy and guidelines.
  • Conduct security searches and administer security registrations and renewals.
  • Assist other Financial Service Representatives in the preparation of documents, including mortgage instructions for solicitors, mortgage amendments, and loan extensions.

Delivery of Lending Services to Members:

  • Administer and control assigned portion of loans portfolio.
  • Conduct interviews with customers to identify lending needs, collect and compile information relating to loan and credit card applications, and make recommendations concerning loan applications based on established lending principles.

The ideal candidate will possess:

  • Exceptional customer service and sales skills.
  • Strong communication and interpersonal skills.
  • Detail-oriented with excellent organizational abilities.
  • Good understanding of financial terminology, principles, and industry conditions.
  • Team player with a positive outlook.

Education and Training:

  • College diploma or university degree in a business discipline or sufficient experience in lieu of education (minimum of 2 years). Credit Union Product and Lending Education will be required within 1 year.

Benefits:

  • Matched Pension 2% - 7%
  • Health & Dental Cost Flex (75%/25%)
  • Employee Development Opportunities
  • Employee Pricing on Accounts
  • Minimum 3 weeks' Vacation & Paid Sick Days
  • STD, LTD, Life Insurance, Critical Illness
  • Wellness Credit and so much more