Financial Relationship Advisor

4 days ago

Truro, Canada Community Credit Union of Cumberland Colchester Ltd. Full time

We have a full time, permanent position available working 37.5 hours/week with salary starting at $48,360.00/year as a **Financial Relationship Advisor (FRA) **with us **located at 347 Willow st, Truro, NS. **This role is an exciting opportunity for someone looking to provide consistently extraordinary service experiences for current and potential members within Cumberland and Colchester counties. **This role will report to our branch manager **under the direction of our CEO.

Member appointments will be delivered in-person, over the telephone, through Teams, and off-site to suit the member’s convenience preferences. The **Financial Relationship Advisor **is responsible for achieving sales results in retail credit, deposit, investment, and convenience banking products. They will build member relationships, identify business opportunities, negotiate, and close business deals while maintaining product knowledge in partnership with current market conditions. They will openly collaborate with coworkers and the leadership team to increase sales opportunities and thereby maximize growth and revenue for Community Credit Union.

**ROLE & RESPONSIBILITIES**:

- Open and maintain deposit accounts (Term Deposits, GICs, RRSPs, RRIFs, RESPs, HISA, TSFA, Index Link, LSM) in accordance with policies and procedures. Explain to prospective and existing members Community’s product features while incorporating all applicable resident and non-resident tax implications. Process file maintenance requests: including but not limited to investment transfer-in requests and investment transfer-out requests.
- Open and maintain accounts (Chequing, Savings, Commercial, Non-Profit, USD, Estate, Term Deposit and all Registered Plans) in accordance with policies and procedures. Conduct background and credit checks on prospective and existing members as required. Explain to prospective and existing members Community’s account features, service fee packages, debit card service agreements, etc. Process file maintenance requests; including but not limited to, name and address changes, replacement member cards, account closure requests, account joint requests, and signing officer change requests.
- Address the entire financial relationship at each member interaction touchpoint to identify current and future lending solutions, retirement planning solutions, investment planning solutions, and convenience banking solutions.
- Conduct member interviews to identify and assess investment and deposit objectives.
- Collect and compile information and analyze member’s personal financial goals to assess risk tolerance to identify current and future deposit and investment opportunities for completion or referral.

**SKILLS & EXPERIENCE**:

- An ability to provide extraordinary member service
- Strong organizational skills and ability to effectively manage calendar and member files
- Strong communication skills (written & oral) with all stakeholders
- Sound judgement and decision making

**EMPLOYEE BENEFITS**:
We offer an excellent benefit and compensation package including extended medical, employer matched pension plan, staff banking rates, paid vacation and sick time, professional development opportunities, paid STAT holidays and on-site parking.

Pay: $48,360.00 per year

**Benefits**:

- Dental care
- Extended health care
- Flexible schedule

Schedule:

- Monday to Friday

Work Location: In person

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