Financial Services Officer

6 months ago

Burlington, Canada DUCA Financial Services Credit Union Ltd. Full time

**Why DUCA?**

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and Communities **Do More, Be More, and Achieve More**.
- Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
- Competitive rates.
- Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
- Profit sharing among Members.
- Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7

A career with one of Canada’s fastest growing credit unions means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. **Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives.** At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

**Financial Services Officer**

We are looking for a new Financial Services Officer to join our dynamic Burlington branch **_Must be available on Saturday's._**

**Branch Hours**

Mon to Wed: 9:30 am to 5:00 pm
Thur: 9:30 am to 7:00 pm
Fri: 9:30 am to 5:00 pm
Sat: 9:30 am to 1:00 pm

**Job Purpose & Summary**

The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and achieve more with their money and their lives. The Financial Services Officer establishes relationships with Members, understands their goals, and provides them with holistic financial advice on a range of DUCA products and services that will enable them to achieve these goals. The FSO also helps develop new business with existing and potential Members through participation in branch campaigns and events, and establishing relationships within the community.The FSO is a senior member of our small branch advisory teams and is responsible for providing leadership and coaching to other team members in the absence of the Branch Manager.

**Key Accountabilities & Duties**
- Establish strong relationships with Members and ask open-ended questions to discover Members’ life events, financial situation, risk profile, and short
- and long-term goals.
- Proactively provide needs-based advice by developing and presenting customized financial solutions that will help Members achieve their goals
- Utilize sound interviewing, judgement and analysis skills to identify and provide recommendations on credit solutions within guidelines, on products including mortgages, loans, lines of credit and credit cards
- Provide sound investment advice and identify appropriate solutions including registered and non-registered term deposits, TFSA’s, mutual funds, and other wealth solutions. Maintain up-to-date knowledge of economic and market conditions.
- Open new Member accounts and provide other banking solutions to meet Member needs
- Generate referrals for more complex needs to our Commercial or Wealth Management teams
- Provide exceptional Member service by developing and deepening relationships, maintaining regular communication, and providing timely responses and value-added information and advice to Members
- Work towards achieving or exceeding individual and branch objectives, while always acting in the best interest of our Members
- Identify opportunities to develop business within the community and attract new Members to DUCA by establishing “centres of influence” outside the branch, and participating in community and branch events as a representative of DUCA
- Complete and process all work within guidelines and in accordance to compliance, audit, policies, and procedures

**Occupational Experience & Education Requirements**
- Post-secondary education
- A minimum of 3 years’ experience in a financial services sales environment and a minimum of 1 year in an advisory role with a proven track record in sales
- Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license
- Experience working with or knowledge of a range of credit and investment products

**Knowledge, Skills & Attributes**
- Passionate about providing excellent Member service and helping others to achieve their goals
- Exceptional written and verbal communication skills
- Strong relationship management skills
- Strong business acumen and financial industry knowledge
- Proven sales skills
- Strong attention to detail and time management skills
- Experience using Microsoft Offi

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