Financial Services Representative
1 week ago
OMISTA Credit Union is seeking a highly skilled and customer-focused Financial Service Representative to join our team. As a key member of our Branch Network, you will be responsible for providing exceptional service to our members, assisting with account opening and maintenance, and delivering lending services.
Key Responsibilities- Member Account Services
- Guide new members through the account opening process, ensuring accuracy and completeness of required documentation.
- Conduct new account interviews to understand members' needs and wants.
- Collaborate with other departments to ensure a seamless transition for new members.
- Sales Support and Administration
- Process Mastercard applications.
- Process and/or check loan applications and related documentation, within assigned lending limits, while adhering to established loans policy and guidelines.
- Conduct security searches and administer security registrations and renewals.
- Assist other Financial Service Representatives in the preparation of documents, including mortgage instructions for solicitors, mortgage amendments, and loan extensions.
- Delivery of Lending Services
- Administer and control assigned portion of loans portfolio.
- Conduct interviews with customers to identify lending needs, collect and compile information, and make recommendations concerning loan applications based on established lending principles.
- Exceptional customer service and sales skills.
- Strong communication and interpersonal skills.
- Detail-oriented with excellent organizational abilities.
- Good understanding of financial terminology, principles, and industry conditions.
- Team player with a positive outlook.
- College diploma or university degree in a business discipline or sufficient experience in lieu of education (minimum of 2 years). Credit Union Product and Lending Education will be required within 1 year.
- Matched Pension 2% - 7%
- Health & Dental Cost Flex (75%/25%)
- Employee Development Opportunities
- Employee Pricing on Accounts
- Min 3 weeks' Vacation & Paid Sick Days
- STD, LTD, Life Insurance, Critical Illness
- Wellness Credit and so much more
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Financial Service Representative
2 days ago
Moncton, New Brunswick, Canada OMISTA Credit Union Full timeFinancial Service RepresentativeOMISTA Credit Union is seeking a skilled Financial Service Representative to provide exceptional customer service and support to our members. As a key member of our team, you will be responsible for assisting members with account opening, loan applications, and other financial services.Key Responsibilities:Guide members...
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Financial Service Representative
2 days ago
Moncton, New Brunswick, Canada OMISTA Credit Union Full timeFinancial Service RepresentativeOMISTA Credit Union is seeking a skilled Financial Service Representative to provide exceptional customer service and support to our members. As a key member of our team, you will be responsible for assisting members with account opening, loan applications, and other financial services.Key Responsibilities:Guide members...
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Financial Service Representative
2 days ago
Moncton, New Brunswick, Canada OMISTA Credit Union Full timeFinancial Service RepresentativeOMISTA Credit Union is seeking a skilled Financial Service Representative to provide exceptional customer service and support to our members. As a key member of our team, you will be responsible for assisting members with account opening, loan applications, and other financial services.Key Responsibilities:Guide members...
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Financial Service Representative
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Moncton, New Brunswick, Canada OMISTA Credit Union Full timeOMISTA Credit Union seeks a Financial Service Representative to provide exceptional customer service and sales support in a dynamic team environment. As a Certified B Corp, OMISTA Credit Union exists to provide a better way to bank, delivering complete banking products and services with honesty, fairness, and trust. Our commitment is to provide solutions...
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Financial Services Representative
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Moncton, New Brunswick, Canada OMISTA Credit Union Full timeJob SummaryOMISTA Credit Union is seeking a highly skilled and customer-focused Financial Service Representative to join our team. As a key member of our Branch Network, you will be responsible for providing exceptional service to our members, assisting with account opening and maintenance, and delivering lending services to meet their financial needs.Key...
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Moncton, New Brunswick, Canada OMISTA Credit Union Full timeJob SummaryOMISTA Credit Union is seeking a highly skilled and customer-focused Financial Service Representative to join our team. As a key member of our Branch Network, you will be responsible for providing exceptional service to our members, assisting with account opening and maintenance, and delivering lending services to meet their financial needs.Key...
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