Financial Services Specialist

2 months ago

ChathamKent, Canada Southwest Regional Credit Union Full time

**JOB SUMMARY**:
**DUTIES & RESPONSIBILITIES**:

- Provide efficient and courteous delivery of Credit Union products, services, and advice.
- Responsible for the administration and timely completion of clerical duties involved in the maintenance of the credit portfolio, deposit accounts and investments renewals.
- Assist in the development of sales and service goals and objectives for the branch in consultation with the Branch Manager.
- Provide input, support, and assist in the development and implementation of branch campaigns including, but not limited to, sales targets, marketing and branch budgets.
- Work closely with the Branch Manager to ensure that all products and services are marketed and promoted in accordance with the overall business objectives including Member satisfaction and portfolio growth.
- Establish and maintain a current level of knowledge of competitor products and services; provide recommendations to the Branch Manager to ensure branches remain competitive in all areas; support implementation of new products and services for Southwest Regional Credit Union.
- Ensure that branches operate within established and accepted risk management guidelines, Anti-Money Laundering, Privacy and any other applicable legislation in coordination with Southwest Regional Credit Union policies and procedures.
- Monitor, report and collect delinquent loan accounts.
- Maintain a working level of knowledge of Southwest Regional Credit Union branch-related policies, procedures, established practices, and documentation in order to act as a resource to Members and to support the Branch Manager.
- Responds to member inquiries received by phone, in branch or referred by other staff.
- Participate in the promotion of the Credit Union through industry and community events and by initiating contact with Members on behalf of Southwest Regional.
- Performs other duties that may be assigned by the Branch Manager
- Follow safe work practices as prescribed by the Occupational Health and Safety Act and Regulations.

**Job Types**: Full-time, Permanent

**Salary**: $42,000.00-$55,000.00 per year

**Benefits**:

- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Chatham-Kent, ON N8A 1R7: reliably commute or plan to relocate before starting work (required)

**Education**:

- DCS / DEC (required)

**Experience**:

- Customer service: 3 years (preferred)

Work Location: In person

Application deadline: 2023-08-04

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