Financial Services Representative
4 weeks ago
About the Position:
Kawartha Credit Union is seeking a dedicated Financial Services Representative to join their team. As a Financial Services Representative, you will play a key role in promoting and delivering various financial products and services to clients while contributing to the growth of the financial portfolio.
Responsibilities:
- Promote and sell financial products and services
- Contribute to portfolio growth
- Develop business opportunities
- Identify sales opportunities
- Monitor financial renewals
- Complete documentation accurately
- Obtain necessary licenses and certifications
Qualifications:
- Post-secondary education in finance or a related field
- Three years of financial services experience
- Two years of sales and financial administration experience
- Working towards necessary licenses and certifications
- Strong member service and sales skills
- Excellent organization and time management
Company Culture:
Kawartha Credit Union values diversity and inclusion. The organization is committed to providing an inclusive workplace that values and respects differences. Employees are supported in a culture that focuses on accessibility for all. If accommodation is needed during the recruitment process, the Human Resources team is available to assist.
Kawartha Credit Union is a growing organization that values inclusion and is committed to making a positive impact in the community.
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