Financial Services Representative

5 days ago

Melfort, Saskatchewan, Canada Affinity Credit Union Full time

About the Role:

We are seeking a highly skilled and motivated individual to join our team as a Member Advisor, Personal Banker. As a key member of our team, you will be responsible for delivering exceptional member experiences, selling deposit, investment, and loan products, and coordinating referrals to other specialists when appropriate.

Key Responsibilities:

  • Deliver exceptional member experiences by identifying opportunities and meeting member needs, selling deposit, investment, and loan products, and coordinating referrals to other specialists when necessary.
  • Offer member education and demonstration, using technology to deliver a remarkable member experience, drive sales, retain business, and help transition day-to-day banking.
  • Prepare documentation for account openings and lending solutions and approve loans within assigned lending limits.
  • Complete Powers of Attorney and estates matters.

What You'll Get:

  • A competitive salary plus bonuses for your hard work.
  • A total rewards package with health & dental benefits and health spending account.
  • Vacation days and a paid volunteer day to help you maintain a healthy life/work balance.
  • Referral bonuses when talent you've scouted is hired to join our team.
  • Opportunities to advance your career with us.

What You'll Need:

  • A post-secondary diploma or degree in a related field and 3 years of related experience or an equivalent combination of education and experience.
  • Solid sales ability in growing a book, achieving targets, and building a pipeline using a member-centric approach.
  • Experience with using a broad range of digital channels and devices.

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