Financial Service Representative Development

StellerVista Credit Union; Cranbrook; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial services organization is seeking a Financial Services Representative in Cranbrook. You will provide exceptional member services, promote various financial products, and rely on your sales experience. This is a full-time role offering training and opportunities for professional growth. The position features a competitive wage starting from $25.88/hr, with a schedule that includes weekends.

Benefits

Competitive compensation package

Professional growth opportunities

Supportive work environment

Qualifications

• Minimum of four years related sales and service experience with a financial institution.
• Knowledge of retail lending procedures for personal secured loans and overdraft protection.
• Ability to build trust with members and team.

Responsibilities

• Provide quality service to members and achieve retail sales goals.
• Promote and sell credit union deposit and lending products to non-portfolioed members.
• Conduct loan interviews and prepare documentation for approval.

Skills

Accountability

Excellent communication skills

Credit Union knowledge of lending and deposit products

Personal computer literacy

Education

Secondary school diploma

Tools

Word

Excel

Job description

About StellerVista

StellerVista Credit Union proudly anchors itself in the Kootenay and Boundary regions of British Columbia offering a comprehensive range of financial services to communities including Cranbrook, Castlegar, Fernie, Elkford, Sparwood, the Slocan Valley and Greenwood in the West Boundary. We are dedicated to serving our members providing financial services while focusing on fostering local economic growth by employing residents and reinvesting profits back into our local communities. Our mission is to be more than just a financial institution but a vital part of the local fabric.

In the spirit of reconciliation StellerVista Credit Union respectfully acknowledges that the land on which we serve our membership and meet is within ÊamakÊis Ktunaxa, the traditional and unceded homelands of the Ktunaxa Nation as well as the traditional and unceded homelands of the Syilx Sinixt and Secwepemc.

The Opportunity

If you are ready for an exciting career move to a progressive financial services organization dedicated to cooperative values and exemplary member service this could be just what you’re looking for. We are currently recruiting for the position of Financial Services Representative within our development program.

Position Overview

As the Financial Services Representative you will provide quality service to members and contribute to the success of the branch through the achievement of established retail sales goals and the application of member relationship management tools and techniques. You will support the promotion and sales of credit union deposit and lending products and services to non‑portfolioed members, including completing the sale of deposit products and registered products, conducting loan interviews for personal loans, mortgages and lines of credit and preparing documentation and associated recommendations for senior officer or manager approval. You will also initiate needs‑based referrals to staff specialists to meet member product and service needs. Plus processing loan applications using ProLender and conducting related credit and security checks, processing loan payments and administering overdraft and delinquency programs for non‑portfolioed members. You will resolve member concerns with loan and deposit‑related problems and maintain loan files and records and administer estates. You will also actively participate in the execution of individual product and service campaigns, providing technical support and advice to other credit union staff in the sale and processing of deposit and retail lending products and services.

(This position is a bargaining unit position)

Schedule Description

Permanent Full‑Time 37 Hours per week with the following schedule:

• Tuesday - Thursday : 8:00 am – 4:45 pm
• Friday : 8:45 am – 5:15 pm
• Saturday : 9:00 am – 3:15 pm
• Wage scale : starts from $25.88 / hr – $31.79 / hr.

Education and Experience

This is a DEVELOPMENT PROGRAM meaning we will train you step by step.

Do you have a secondary school diploma plus a minimum of four years related sales and service experience with a financial institution experience where basic retail lending procedures for products such as personal secured loans, RSP loans and overdraft protection requests are an ongoing requirement?

OR

Candidates with an equivalent combination of education and experience will also be considered.

We Value

• Accountability – to our members, the StellerVista team and our communities
• Responsiveness to listen and care so to provide exceptional service and advice.
• Ability to build trust with members and others in the StellerVista team
• Foster belonging – our credit union promotes diversity, equity and inclusion with our members within our communities and each other
• Excellent communication skills – written and oral
• Professional image
• Credit Union knowledge of lending and deposit products and services
• Personal computer literacy: keyboarding, email programs, Word and Excel

Employee Experience

• Opportunity for professional growth and development
• A supportive and inclusive work environment
• The opportunity to make a meaningful impact in the lives of our members and the community
• A culture of living our core values in a real way – Trust, Belonging, Expertise, Shared Success & Courage
• Access to a competitive compensation package including participation in extended benefits and pension programs, health and wellness programs and a competitive vacation entitlement

About the Kootenay Region

The Kootenay region in British Columbia Canada offers a breathtaking blend of natural beauty, outdoor recreation and a welcoming community that makes it an appealing destination for its awe‑inspiring landscapes. The Kootenays boast stunning mountain vistas, crystal‑clear lakes and lush forests providing residents with an unparalleled connection to nature. Whether it’s skiing in the winter, hiking in the summer or enjoying the serene surroundings year‑round the region offers endless options of outdoor activities for nature enthusiasts.

The region’s rich cultural diversity, artistic expression and locally sourced culinary scene add to the charm of the Kootenays, creating an alluring lifestyle for those considering relocation to this picturesque region of British Columbia. Whether one seeks adventure in the great outdoors, a sense of community or a thriving cultural scene the Kootenay region offers an inviting and enriching environment for individuals looking to make a move.

Job Location

Cranbrook, B.C.

Closing Date

open until filled.

How to Apply

If this sounds like a position for you, apply now. If you have a problem in uploading your resume please contact us at the link below.

Check out StellerVista’s career opportunities here: Careers StellerVista Credit Union

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

We’re proud of our team. They make us who we are.