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Financial Solutions Manager
2 months ago
Job Summary
We are seeking a highly skilled and experienced Financial Solutions Manager to join our Member Service Centre team at Prospera Credit Union. As a key member of our team, you will be responsible for delivering exceptional service to our members, providing financial solutions, and building strong relationships with our clients.
Key Responsibilities
- Maintain high service quality standards and incorporate the strategic selling process in customer interactions.
- Seek opportunities to demonstrate value proposition, uncover needs, and recommend appropriate products, services, and solutions.
- Act as the ambassador for digital and self-service channels, educating customers on the ease and convenience of digital and self-serve channels for daily banking transactions.
- Provide lending, investments, and cash-related expertise and support.
- Interview clients to identify needs and ensure products meet identified needs, demonstrating opportunities to generate sales leads.
- Prepare documentation and approve loans within current limits, referring loans above limits or exceptions to branch management or corporate with rationale as to why the loan should be approved.
- Ensure consistent follow-up on existing clients and provide ongoing advice and solutions.
- Provide expertise in credit adjudication, with an emphasis on mortgage applications and renewals.
- Manage, analyze, compile, and organize application information for mortgage loans in accordance with policy and procedures to create a complete package for credit review.
Requirements
- 2 years' front-line, proven sales experience within an operations or financial services environment; must have exposure to retail lending or deposits.
- Effective credit underwriting capabilities.
- Proven ability to uncover customer needs through establishing rapport and listening to the customer.
- Effective selling, cross-selling and referral skills.
- Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people.
- Self-motivated, outgoing, confident, and sales-oriented.
- Detailed knowledge of deposit-related products, personal lending and mortgages.
- Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs.
What We Offer
- Inclusive, equitable and accessible workplace.
- Training and Support.
- Career Advancement.
- Fun & Camaraderie.
- Show me the money
- Community Focused.
- Great Place to Work.
- Our commitment to Diversity, Equity and Inclusion.
