Financial Services Customer Service Representative

1 week ago

Sault Ste Marie, Ontario, Canada Northern Credit Union Limited Full time

Job Summary:

Northern Credit Union Limited is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key player in the financial services marketplace, we are committed to providing exceptional service to our members.

Key Responsibilities:

  • Market and promote the organization's products and services within clearly defined policies and procedures.
  • Promote, up-sell, and cross-sell the complete range of lending and investment vehicles with an emphasis on consumer loans, mortgages, credit card products, lines of credit, deposit, and retail branch term investments.
  • Act as a resource for opening new member accounts and actively solicit membership growth opportunities by following up on incoming credit checks, staff referrals, sales initiatives, and member client inquiries.
  • Excel at working towards a standard of excellence and striving towards reaching and exceeding goals as a self-starter and in support of their team.
  • High school diploma and equivalent banking or sales experience.
  • Two years in Lending/Investment/Advisory environment, including exposure and proven track record of meeting individual targets of supporting sales activities.
  • A commitment to continuous learning within the scope of the duties to keep pace with changes relative to the job function, including, but not limited to, technology, processes, policies, and product knowledge.

What We Offer:

  • Employee Win/Win Program to support local charities.
  • Staff rates on a variety of products & services.
  • Pension plan.

Equal Opportunity Employer:

Northern Credit Union Limited is an equal opportunity employer and committed to providing an accessible recruitment process for all candidates. We welcome and encourage applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process.

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