Financial Service Representative

3 days ago

Hamilton, Canada HMECU Full time
Position Vacancy Job Title: Financial Service RepresentativeJob Status: Regular Full-Time – One (1) Vacancy Primary Location: Limeridge Branch  Introduction Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a fast-paced environment? If so, a position as a Senior Financial Services Representative at Healthcare and Municipal Employees’ Credit Union (HMECU) could be the perfect fit for you.   Company HMECU has been serving our healthcare, municipal, fire and police community for 89 years We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union, and we are looking for individuals that share in our vision and purpose.  We take pride in the service we provide to our members and are looking for an enthusiastic and passionate candidate to join our branch team.  Our Purpose We care for the financial needs and wellbeing of our members so you can focus on what matters most. Job Purpose & Summary As a Financial Service Representative, you will play a crucial role in providing exceptional service to our members, assisting them with their financial needs and helping them achieve their financial goals. Your ability to adapt, your proactive approach and commitment to excellence will be key to your success. The Financial Service Representative plays a critical role in achieving the goal of the organization by building strong and long lasting member relations through providing members with exceptional services. Skill Requirements Required Experience: 
  • Post Secondary education in finance or business preferred;
  • 3 years of equivalent work experience in a financial services sales’ environment with a proven track record in sales; 
  • Self-starter that has an independent mindset and proactively provides service to our members; 
  • Knowledge of DNA banking system strongly preferred; 
  • Ability to discuss recommendations based around investments in Non-Registered and Registered Products 
  • Ability to provide professional advice and education with an ability to address credit and investment needs. 
  • Superb member service skills, including dealing with difficult member situations; 
  • Must be bondable. 
What you’d be doing: 
  • Understanding members' financial needs and offering appropriate solutions via phone, email, and in person while actively participating in revenue generation through sales to meet performance objectives. 
  • Within approval limits, approve or provide recommendations on products and services including new accounts, loans, mortgages, lines of credit, investment products, MeritLines, and insurance.  
  • Follows up with delinquencies and other correspondences, as required, including loans, LOCs, mortgages and MasterCard.  
  • Responsible for holding estate meetings ensuring completion and closure from document intake to account creation. 
  • Reconciles, daily, new loan reports and verifies daily loans to ensure that all documents pertaining to the loan are properly filled out and the information is inputted on DNA and LOS correctly; 
Other Duties and Responsibilities as may be assigned Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so that arrangements can be made. We thank all applicants for their interest, however, only those selected for an interview will be contacted.Job Type: Full-time One (1) Full – time vacancy Primary Location: Limeridge Branch Hours of Work: 35 hours per weekHourly Rate: $28.06Benefits: YES. At HMECU we offer a very comprehensive Benefits Package. 100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program. Pension: 7% Employer Contribution to our Defined Contribution Pension Plan #J-18808-Ljbffr

  • Financial Service Representative

    2 weeks ago

    Hamilton, Ontario, Canada CURO Financial Technologies Corp Full time

    Overview:If you are looking for more than a job, join Cash Money to start your careerCome and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class customer...

  • Financial Service Representative

    2 weeks ago

    Hamilton, Canada CURO Financial Technologies Corp Full time

    Overview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...

  • Financial Service Representative

    1 week ago

    Hamilton, Canada CURO Financial Technologies Corp Full time

    Overview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...

  • Financial Service Representative

    3 days ago

    Hamilton, Canada CURO Financial Technologies Corp Full time

    Overview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...

  • Member Services Representative

    2 weeks ago

    Hamilton, Ontario, Canada BCU Financial Full time

    Locations: Hamilton, ONPosted Date: February 16, 2024Overview:Buduchnist Credit Union, carrying on business as BCU Financial, is looking for a skilled problem-solverwith strong interpersonal skills to join our team as a part-time Member Services Representative. Weneed an enthusiastic individual who can listen to customer service issues and then offer...

  • Financial Service Representative

    2 weeks ago

    Hamilton, Canada CURO Financial Technologies Corp Full time

    Overview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...

  • Customer Service Representative

    3 weeks ago

    Hamilton, Canada BMO Financial Group Full time

    1191 Barton St E, Unit T01 Hamilton Ontario,L8H 2V4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    4 weeks ago

    Hamilton, Canada BMO Financial Group Full time

    1587 Upper James Street Hamilton Ontario,L9B 0H7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    6 days ago

    Hamilton, Canada BMO Financial Group Full time

    275-291 James Street North Hamilton Ontario,L8R 2L4 This position has a guaranteed 12 hour per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners...

  • Financial Service Representative

    1 month ago

    Hamilton, Canada Momentum Financial Services Group Full time

    Company DescriptionAre you a dynamic and driven professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Service Representative you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.What we offer:Market...

  • Member Services Representative

    5 days ago

    Hamilton, Canada BCU Financial Full time

    Locations: Hamilton, ON Posted Date: February 16, 2024 Overview: Buduchnist Credit Union, carrying on business as BCU Financial, is looking for a skilled problem-solver with strong interpersonal skills to join our team as a part-time Member Services Representative. We need an enthusiastic individual who can listen to customer service issues and then offer...

  • Sales Representative

    3 weeks ago

    Hamilton, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 1579 Main Street West, Hamilton, Ontario, L8S 1E6 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of...

  • Senior Financial Service Representative

    2 weeks ago

    Hamilton, Canada HMECU Full time

    Position Vacancy Job Title: Senior Financial Service Representative  Job Status: Regular Full-Time – One (1) Vacancy Primary Location: Limeridge Branch  Introduction Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a fast-paced...

  • Financial Services Representative Ii

    5 days ago

    Hamilton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Services Representative Ii

    4 weeks ago

    Hamilton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Sales Representative

    2 months ago

    Hamilton, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 1579 Main Street West, Hamilton, Ontario, L8S 1E6 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different type of...

  • Financial Services Representative Ii

    3 weeks ago

    Hamilton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Outbound Sales Representative

    2 weeks ago

    Hamilton, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 1579 Main Street West, Hamilton, Ontario, L8S 1E6 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different type of...

  • Financial Services Representative Ii

    3 days ago

    Hamilton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Services Representative Ii

    3 weeks ago

    Hamilton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...