Financial Service Representative MSC

StellerVista; Cranbrook; Vor Ort; CAD 59.000 - 70.000; Vollzeit

Benefits dieser Stelle

Health & wellness programs

Extended benefits

Pension programs

Vacation entitlement

Professional growth opportunities

Zusammenfassung

StellerVista Credit Union in Cranbrook, BC is seeking a Financial Services Representative to deliver a full range of retail deposit, lending and investment services. You will drive member satisfaction and contribute to sales goals through proactive referrals and relationship management, using both phone and digital channels.

The role requires a secondary school diploma with 4+ years of sales/service experience in financial services or an equivalent combination.

Qualifikationen

• Secondary school diploma plus a minimum of approximately 4 years’ related sales and service experience from a Financial Institution.
• OR an equivalent combination of education and experience will be considered.

Aufgaben

• Provide full range of retail deposit, lending and investment services to meet member needs.
• Use telephone and digital channels to achieve retail sales goals and customize referrals.
• Process overdrafts and lines of credit within policy and limits; assist with estate administration when needed.
• Participate in MSC product and service campaigns and provide high-quality member service.

Kenntnisse

Accountability

Responsiveness

Build trust

Belonging

Communication skills

Professional image

Credit union knowledge

PC literacy

Ausbildung

Secondary school diploma

Tools

Excel

Word

Email programs

Jobbeschreibung

Member Solutions Centre
Cranbrook, BC, CAN

• Travel Required : No

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 would like to respectfully acknowledge the land on which we serve ourmembership and meet is within ʔamakʔis 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.

Position Overview

As a Financial Service Representative, you will provide exceptional member experience to members and contribute to the success of the Member Solutions Centre (MSC) through the achievement of established retail sales goals and the application of member relationship management tools and techniques. Using telephone and digital technology, provide the full range of retail deposit, lending and investment services to meet individual member needs and support members in meeting their financial goals. You will also make informed referrals across all lines of business, process overdrafts and lines of credit within established loan policy and authorized limits. You may assist with estate administration. You will also actively participate in MSC product and service campaigns. Model a consistently high level of member focused, personalized quality service and share product and technical advice to assist other MSC team members in achieving the same skill level.

This position is a bargaining unit position

Schedule Description

Permanent Full -Time - (37 hours per week)

Tuesday: 8:45am – 5:00pm

Thursday: 8:45am – 5:00pm

Friday: 8:30am – 5:00pm

Saturday: 8:30am – 5:00pm

Wage scale: $30.91 - $36.38 per hour.

Note: These hours may be altered or increased due to operational requirements.

Education and Experience

Do you have a secondary school diploma plus a minimum of approximately 4 years’ related sales and service experience from a Financial Institution?

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

Successful applicants will also be required to upgrade skills yearly by taking related courses in your education course checklist.

At StellerVista Credit Union we are proud to offer employee experience that includes:

• 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 relocation. In addition to 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 –

Member Solutions Centre Cranbrook, B.C.

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.