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Contact Centre Advisor

3 weeks ago

Salmon Arm British Columbia, Canada SASCU Full time

As a
Contact Centre Advisor
, you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, you will deepen member relationships and uncover members' short- and long-term goals; tailored solutions may include loans, investments, or day-to-day products and services.

What you'll do:

  • Advise an assigned portfolio of members on a full range of deposit and investment products (including new personal and business accounts, cards, term deposits, and registered products), and associated services.
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, credit cards, and associated insurance products).
  • Interview loan applicants, analyze financial information, assesses credit relating to loan requests, and make recommendations to the credit department.
  • Deepen relationships with an assigned portfolio of members through regular review, identification of opportunities, and personalized contact.
  • Manage a pipeline of opportunities with a dedicated contact strategy.
  • Service and manage estate accounts within an assigned portfolio.
  • Take personal responsibility for delivery of the SASCU Member Experience and contributes to the team creation of a warm and welcoming environment.

What you'll bring:

  • One year of post-secondary education or equivalent.
  • 2 – 3 years of financial services experience.
  • Demonstrated sales skills.
  • Excellent communication skills including the ability to listen and convey information in a clear and welcoming manner.
  • Strong problem-solving and analytical ability.
  • High comfort level with technology and proficiency with digital systems.
  • Attitude of continuous learning and development, including commitment to complete relevant training (including university level courses) within 1 year of attaining the position.

We invest in our employees by offering:

  • A competitive base salary ($54,200 – $67,800 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, life and disability insurance, and an Employee Assistance Program.
  • Paid time off including vacation, medical/care time, personal days, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a temporary, 12-month position. The schedule will be full-time, Monday-Friday or Tuesday - Saturday. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know To apply, please email a cover letter and résumé to us at
.

  • Our Commitment to Diversity and Inclusion:
    SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

  • A bit about SASCU:
    SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of reference, criminal record, and credit checks.