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Financial Services Professional
2 months ago
We are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The successful candidate will identify member life stage cycles and provide tailored financial solutions, referring members to appropriate advisors as needed.
Key Responsibilities:- Build strong relationships with current and potential members, understanding their financial needs and providing personalized advice.
- Process complex member transactions, including personal loans, retail mortgages, and investment products.
- Support the achievement of annual branch goals and objectives through proactive promotion of our products and services.
- Perform administrative duties, such as estate administration, loan applications, and credit investigations.
- College or Tech School Diploma in a related discipline or equivalent combination of education and experience.
- Mutual Funds License required.
- Ability to identify member needs and recommend products and services.
- Self-starter with excellent problem-solving skills and ability to work independently.
- Proficient in Microsoft Office and banking software programs.
Salary Range: $48,640 - $62,300. Please note that the salary range is a guide, and the final compensation offered may vary based on factors such as bonuses and incentives, or a candidate's skills and experience.
