Member Service Advisor III

1 week ago

Grand FallsWindsor NL AA S, Canada Newfoundland and Labrador Credit Union Ltd. Full time $60,000 - $90,000 per year

Newfoundland and Labrador Credit Union (NLCU) is currently looking for energetic, motivated people to fill the position of:

Member Service Advisor III (Lending and Investments Specialist)

Full Time, Permanent - Grand Falls-Windsor

A Member Service Advisor III is an essential part of the NLCU team. Dedicated to assisting members with investment and lending needs, the Member Service Advisor III delivers customized financial recommendations to current and new members through identification of their financial goals/life stages. The Member Service Advisor III professionally demonstrates NLCU's core values, assists in the promotion and sale of NLCU products and services, while adhering to policy and procedure.

As an account opening specialist, a Member Service Advisor III uses interview techniques to build a relationship and uncover/meet the financial needs of new and existing members. A key role for the Member Service Advisor III is the solicitation of new business and retention of existing business in accordance with branch and employee sales objectives, including referrals to other NLCU specialists/partners. Maximizing the members' use of NLCU products and services in a customized approach to meet the members needs/address their concerns is top priority.

Ideally suited for this position is someone with 3-5 years' experience in a similar lending and investments focused role in financial services and a valid Mutual Funds license. To be successful in this role an individual will have a keen attention to detail, a working knowledge of legislative and regulatory requirements including, but not limited to Privacy and Anti-Money Laundering and the ability to set a personal example of service and professionalism.

We would like to thank all interested candidates; however, only those selected for an interview will be contacted. Newfoundland and Labrador Credit Union is an equal opportunity employer.

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