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Senior Financial Services Specialist
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Financial Services Professional
1 month ago
We are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.
Key Responsibilities:- Build strong relationships with current and potential members to identify their financial needs and provide tailored solutions.
- Process a full range of complex member transactions, including personal loans, retail mortgages, and investment products.
- Support the achievement of annual branch goals and objectives through proactive promotion of our products and services.
- Perform administrative duties, such as estate administration and loan applications.
- College or Tech School Diploma in a related discipline or equivalent combination of education and experience.
- Mutual Funds License required.
- Ability to identify needs and recommend products and services to members.
- Self-starter with ability to work independently and solve problems using common sense and sound judgment.
- Proficient in computer software, including Microsoft Office and banking software programs.
