Financial Advisor

2 weeks ago

Bonnyville, Canada Lakeland Credit Union Full time

**About Lakeland Credit Union**

At Lakeland Credit Union (LCU), we pride ourselves on delivering outstanding service and support to our valued members. We are committed to creating a welcoming environment where everyone feels like part of our community. We believe that great service starts with great people, and that's where you come in

**About the Opportunity**

We currently have an exciting opportunity for a Financial Advisor to join our team on a full-time basis at our Bonnyville branch.

Reporting to the Personal Banking Manager, the Financial Advisor position will show aptitude as a trusted advisor by analyzing and recognizing member needs and successfully matching a product or service that best meets those needs. In addition, they will provide appropriate financial advice to members. This role will develop and maintain relationships with external and internal members.

Key Responsibilities and Deliverables
- Interview members and potential members, gather information, determine their needs and deliver personalized financial solutions
- Fully understand the history, goals and objectives of the member by actively monitoring and managing the relationship
- Proactively assess and anticipate members’ needs to identify solutions to meet those needs and the members’ broader objectives
- Provide proactive, individualized financial advice, and achieve set portfolio targets
- Foster long term member relationships with follow-ups and referrals to cross-sell credit union products and services
- Recommend loans for approval above approved lending limits to the required authority level
- Accountable for follow up on delinquent accounts and to maintain a systematic collection procedure for early identification of problem accounts and promptly initiate or recommend appropriate action to minimize risk
- Promote member onboarding and retention through service excellence and product knowledge
- Work collaboratively with internal members to ensure all activities are in compliance with relevant legislation, regulations and policies and procedures to minimize errors and omissions.
- Actively participate in internal and external events, promoting Lakeland Credit Union and by supporting initiatives that are important to the community
- Accountable for promoting Lakeland Credit Union values and teamwork between internal members
- Organize and prioritize tasks and projects to ensure maximum efficiency of each workday, balancing between business development, relationship/portfolio management, administrative work and other assigned duties

**More About You**

In order to qualify for this role, you will need at least **3 years of retail banking and credit assessment experience**.

Above all, you are flexible and adaptable, and empowered to positively contribute to the success of the organization while building relationships with a variety of stakeholders.

**What we Offer**

Lakeland Credit Union is dedicated to making a positive impact on their members and community. We offer great compensation, benefits, and a fun team environment. Join the team in Bonnyville and help make a difference.
- Competitive pay and comprehensive benefits
- Flexible spending account
- RRSP matching after 3 months
- Discounted employee financial services benefits
- Opportunities for personal and professional development
- A supportive and fun team environment

**Apply** for a role at Lakeland Credit Union today and start changing lives, one member at a time. Live. Grow. THRIVE here

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