Financial Service Associate

6 days ago

Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

**The Position - **Financial Service Associate (part-time)

**The Purpose of the Position**:
To assist our client members with their financial transactions and to enrich their financial well-being. This position is an integral part of the team because it will have the most exposure to forming the best first impression and is the crucial segue to ensuring that we are taking every opportunity to service our member with a “full financial advice” approach.
- You will be part of a team where the culture of member service delivery is first and foremost.
- You will have the opportunity to utilize and/or grow your skill sets by assisting with the full balanced approach to financial advising.
- You will have the opportunity to be a leader in your market by establishing, managing, and maintaining awareness of 1st Choice Savings and Credit Union and cultivating relationships through local events, network groups and center of influences.

**Key Accountabilities**:

- You will be the first point in contact to help members with their financial transactions while proactively connecting with the members to identify any current and/or potential future needs while ensuring that they will be connected with the appropriate individuals to fulfill those needs.
- You would participate in the overall processes and daily activities of the branch to ensure that the “member centric” environment is sustained.
- You would be part of an exciting environment where learning and growing is proactively requested and encouraged.
- You will assist in the achievement of the team sales and objectives through the achievement of your individual targets while maintaining a high standard of operational effectiveness, superior member experience and optimal sales performance.
- You would establish, manage, and maintain awareness of the credit union in your local market and within networking groups.

**Skills and Qualifications**:

- Strong interpersonal skills to be able to influence and promote the credit union vision.
- Have a strong desire and personal ethics towards obtaining top results and to achieve a high standard of excellence.
- Have a strong passion to be a team player where you would be flexible, cooperative and can demonstrate the desire to work within a team environment.
- You have the willingness to learn and are committed to self-improvement.
- Minimum 1 year of customer service experience.
- Strong attention to detail and accuracy.
- Understands financial concepts and has digital acumen.
- Post-secondary education in related industry or financial services experience.

For further information or to submit a resume, please contact:
Lily Harms

Associate People Development

(403) 382-2941

**Job Type**: Part-time

Pay: From $20.00 per hour

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Profit sharing
- Store discount
- Vision care
- Wellness program

Schedule:

- Monday to Friday
- Weekends as needed

**Experience**:

- Customer service: 1 year (required)

Work Location: In person

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