Financial Services Representative

2 weeks ago

Oshawa, Canada Rapport - A Division of WFCU Credit Union Full time

An exciting and immediate career opportunity is currently available at Rapport, A Division of WFCU Credit Union for a:
**Financial Services Representative**

The Financial Services Representative is responsible for providing excellent service to our membership.

**As a Financial Services Representative, you will**:

- Contribute to the success of the retail location through the achievement of established sales goals and objectives.
- Provide quality service to our members by assessing their needs and identifying credit union products and services to best meet those needs.
- Increase service relationships held by members to meet established targets.
- Promote and process investments including Investment Shares, GICs, RRSPs, RRIFs, and TFSAs.
- Drive mortgage product promotion while consistently meeting and exceeding individual sales goals.
- Promote and process lending products including personal loans, lines of credit, overdraft protection, and applicable insurances.
- Promote and process accounts and sundry services to meet established targets.
- Participate in campaigns in the retail locations.
- Process over the counter financial transactions.
- Comply with established policies, guidelines, and procedures.
- Any other duties as assigned.

**The “must-have” skills and qualifications that we’re looking for are**:

- Completed post-secondary education is required.
- Excellent customer service and communication skills. Demonstrated success in a sales or goal driven environment.
- An energetic personality, initiative and professionalism.
- A minimum of three years of professional experience in financial services and a sound understanding of the lending process is considered an asset.

Emily Bateman
Talent Acquisition Specialist - WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2

**Working at WFCU Credit Union**

For the fifth consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly been named one of the Best Workplaces in Canada. Joining WFCU means you will be part of a team committed to providing members with a high level of service, while also supporting the communities we serve to be the best places to live and work.

As an employee of WFCU, you'll have the opportunity to work in a positive, goal-driven, and professional environment. Our award-winning HR philosophy to "hire the best, treat them well, and see them stay" is a point of pride and a key factor in our employees' success and WFCU’s success.

We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs, plus a fantastic wellness program with several distinctive perks. A few highlights include:

- An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more
- Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
- A bank of up to 10 annual personal days, as well as 13+ paid holidays.
- A voluntary RRSP matching program at 5% of an employee’s annual salary.

Experience our Employee Advantage Program which demonstrates our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration

**About WFCU Credit Union**

WFCU Credit Union is a leading progressive financial institution headquartered in Windsor and Essex County since 1940. Proudly serving Ontario residents, community organizations, small businesses, commercial entities, and public institutions for over 84 years, WFCU is the sixth-largest credit union in Ontario, and the 20th largest credit union in Canada.

Together with its retail divisions, Rapport, ECU, and Health Care, WFCU operates 24 branches across Ontario from Thunder Bay to Kingston, Toronto to Windsor, and numerous smaller communities in between. WFCU’s 80,000+ members can bank anytime, anywhere through a variety of service channels, including online and mobile banking, live telephone banking, and ATM services.

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

Schedule:

- Monday to Friday
- Weekends as needed

Ability to commute/relocate:

- Oshawa, ON L1H 1A1: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

- Do you know anyone who works at WFCU Credit Union?
- What are your salary expectations?

**Experience**:

- Financial services: 3 years (preferred)

Work Location: In person

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