Financial Services Advisor
2 weeks ago
**Duties and Responsibilities**:
- Meet members referred from the front line to initiate the process of building a relationship with the member
- Sell Credit Union lending and investment products to meet the needs of the members
- Regularly monitor and follow-up with members to meet their needs
- Ensure that branch operates within established and accepted risk management guidelines, Anti-Money Laundering, Privacy and any other applicable legislation in consultation with Southwest Regional Credit Union policies and procedures
- Provide efficient and courteous delivery of Credit Union products and services
- Responsible for administration and record keeping
- Assist in the development of sales and service goals and objectives for Southwest Regional Credit Union branches 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 and branch budgets
- Establish and maintain a current level of knowledge of competitor products and services; provide recommendations to the Branch Manager to ensure branches are and remain competitive in all areas; support implementation of new products and services for Southwest Regional Credit Union
- Performs other duties that may be assigned by the Branch Manager
- Follow safe work practices as prescribe by the Occupational Health and Safety Act and Regulations
**Job Type**: Fixed term contract
Contract length: 52 months
**Salary**: $40,000.00-$55,000.00 per year
**Benefits**:
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Vision care
- Wellness program
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
**Education**:
- DCS / DEC (required)
**Experience**:
- Banking: 3 years (required)
Work Location: One location
Expected start date: 2023-02-27
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