Financial Service Representative / Member Service Representative (FSR 1)

HMECU; Brantford; On-site; CAD 39,000 - 60,000; Full time

Job summary

Join a forward-thinking credit union dedicated to serving the community! As a Financial Service Representative, you will be integral in helping members achieve their financial goals through exceptional service and tailored solutions. With a focus on building long-lasting relationships, you will navigate a dynamic environment where your proactive approach and problem-solving skills will shine. This role offers the opportunity to engage with diverse members, ensuring their financial needs are met with care and expertise. If you are passionate about making a difference in people's lives and thrive in a sales-driven atmosphere, this position is perfect for you.

Benefits

Comprehensive Benefits Package

100% Employer Paid Benefits

Defined Contribution Pension Plan

7% Employer Contributions

Qualifications

• Preferred education in Finance or Business with 2 years of experience in financial services.
• Strong member service skills and technical proficiency are essential.

Responsibilities

• Assist members with financial needs and offer appropriate solutions.
• Provide exceptional service and support while meeting sales objectives.

Skills

Member Service Skills

Sales Skills

Technical Skills (MS Office)

Business Acumen

Knowledge of Investment Products

Education

Post-secondary education in Finance or Business

Tools

MS Office (Word, Excel, Outlook)

Job description

Position Vacancy

Job Title: Financial Service Representative / Member Service Representative (FSR I)

Job Status: Regular Full-Time

Location: Brantford Branch

One (1) Existing Vacancy

Introduction

Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a fast-paced environment? If so, a position as a Financial Services Representative at Healthcare and Municipal Employees’ Credit Union (HMECU) could be the perfect fit for you.

Company

HMECU has been serving our healthcare, municipal, fire and police community for 89 years! We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union, and we are looking for individuals that share in our vision and purpose. We take pride in the service we provide to our members and are looking for an enthusiastic and passionate candidate to join our branch team.

Position Overview

As a Financial Service Representative / Member Service Representative, you will play a critical role in achieving the goals of the organization by building strong and long-lasting member relations through credit and member services. We are looking for someone who values open communication, diversity and respects other opinions and ideas.

Our Purpose

We care for the financial needs and wellbeing of our members so you can focus on what matters most.

Job Purpose & Summary

As an FSR I, you will play a crucial role in providing exceptional service to our members, assisting them with their financial needs and helping them achieve their financial goals. Your ability to adapt, your proactive approach and commitment to excellence will be key to your success. The FSR I plays a critical role in achieving the goal of the organization by building strong and long-lasting member relations through providing members with exceptional services.

Skill Requirements

Required Experience

• Post-secondary education in Finance or Business is preferred;
• At least 2 years of equivalent work experience in a financial services sales environment with a proven track record in sales preferred;
• A basic working knowledge of investment-related products such as GICs, TFSAs, and RRSPs;
• Strong Business Acumen;
• Superior member service skills, including dealing with difficult member situations;
• Strong technical and computer skills, including MS Office applications (Word, Excel, Outlook);
• Prior banking/credit union experience preferred;
• Must be bondable.

What You’d Be Doing:

• Understanding members' financial needs and offering appropriate solutions via phone, email, and in person while actively participating in revenue generation through sales to meet performance objectives.
• Within approval limits, approve or provide recommendations on products and services including new accounts, loans, mortgages, lines of credit, investment products, MeritLines, and insurance.
• Provide exceptional member service and support on the front-line as required.
• Responsible for holding estate meetings ensuring completion and closure from document intake to account creation.
• Reconcile daily new loan reports and verify daily loans to ensure that all documents pertaining to the loan are properly filled out and the information is inputted on DNA and LOS correctly.

If you have a positive attitude, a desire to learn, and a passion for serving members of the community, then HMECU is the place for you.

Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so that arrangements can be made.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Job Type: Full-time One (1) Existing Full-time vacancy

Primary Location: Brantford Branch

Salary Range: $39,800 – $59,700

Hours of Work: 35 hours per week

Benefits: YES. We offer a very comprehensive Benefits Package (100% Employer Paid Benefits)

Pension: Defined Contribution Pension Plan; with 7% Employer Contributions