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Financial Services Professional
2 months ago
**Job Summary**
We are seeking a highly skilled Financial Services Professional to join our team at Envision Financial. As a Financial Advisor - Member Services, you will be responsible for providing exceptional customer service to our members by offering a full range of financial products and services.
**Key Responsibilities**
- Build strong relationships with current and potential members to identify their financial needs and provide personalized 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 by promoting Envision Financial's products and services and actively seeking cross-sell and referral opportunities.
- Perform administrative duties, such as completing loan applications, conducting credit investigations, and following up with members as required.
- Utilize the Day in the Life as a guideline to prioritize and manage schedules to align efforts in reaching goals while offering a remarkable, consistent member experience.
**Requirements**
- College or Tech School Diploma (2 years) in a related discipline or equivalent combination of education and experience.
- Mutual Funds License required.
- Must complete the internal Envision Financial certification program specific to this role within the required timeframe.
- PFP preferred.
- 2 years in a Member Advisor role, or equivalent.
- Demonstrated 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.
- Proven ability to plan, organize and prioritize workload.
- Proficient in computer software, including Microsoft Office and banking software programs.
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
**Compensation**
Salary Range: $48,640 - $62,300. Please note, the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors, including bonuses and/or incentives, or a candidate's skills and experience.
