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Financial Services Advisor

2 months ago

Salmon Arm, Canada SASCU Credit Union Full time
About the Role

This is an exciting opportunity to become a key member of our team at SASCU Credit Union, where you will have the chance to make a positive impact on the lives of our members.

We are seeking a highly skilled and motivated individual to fill the position of Contact Centre Advisor, where you will be responsible for providing exceptional customer service and financial guidance to our members.

Key Responsibilities
  • Advise members on a wide range of deposit and investment products and services, including new accounts, cards, term deposits, and registered products.
  • Provide personalized advice on personal and small business lending products and services, including mortgages, personal loans, lines of credit, credit card applications, and associated insurance products.
  • Conduct thorough interviews with loan applicants, analyze their financial situations, and make informed recommendations.
  • Manage estate accounts within an assigned portfolio and work closely with other department specialists to provide comprehensive advice to members.
  • Perform administrative duties, including regular and ad hoc reporting, audits, and preparing routine correspondence.
  • Support Contact Centre Specialists as needed and contribute to a positive and productive team environment.
Requirements
  • One year of post-secondary education or equivalent, plus 2-4 years of experience in the financial services industry, with a proven track record of sales success.
  • Excellent interpersonal skills, including written and telephone communication, with the ability to build strong relationships with members.
  • Strong problem-solving and analytical abilities, with a keen eye for detail and a commitment to accuracy.
  • Proficiency in technology, including Microsoft Office and Customer Relationship Management software.
  • A commitment to continuous learning and self-development, with a passion for staying up-to-date on industry trends and best practices.
About SASCU Credit Union

SASCU Credit Union is a leading financial institution in the Shuswap region, dedicated to providing exceptional service and support to our members. We offer a comprehensive range of financial products and services, including deposit and investment products, personal and small business lending, and insurance solutions.

We are committed to fostering a positive and inclusive work environment, where our employees feel valued, supported, and empowered to succeed. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

What We Offer

  • A competitive base salary ($52,960 - $66,200) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage, including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off, including vacation, medical/care time, personal days, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits, including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time position, working 5 days per week within the operating hours of the Contact Centre. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

Our Commitment to Diversity and Inclusion

SASCU Credit Union is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.