Financial Services Representative I, II, Senior

Global Credit Union; Clearview; On-site; CAD 58,000 - 102,000; Full time

Job summary

A financial institution in Ontario is seeking a Financial Services Representative to create positive member experiences through consultative service. Responsibilities include engaging with members, providing expert knowledge, and ensuring accurate service transactions. Ideal candidates must have strong communication skills and a passion for helping people. Compensation ranges from $42,254 to $73,391 annually based on experience and role level.

Benefits

Comprehensive medical, dental, and vision insurance

401(k) plan with a 5% match

Tuition Reimbursement

Generous leave programs

Qualifications

• Passion for helping people and building relationships to assist members in financial goals.
• Ability to effectively ask open-ended questions and provide solutions.
• Must be able to lift 25 pounds.

Responsibilities

• Engage with members to create a positive experience.
• Ensure prompt and courteous service during all interactions.
• Support member onboarding and service requests.

Skills

Communication skills

Problem solving

Relationship building

Education

High school graduate or equivalent

Job description

Overview

Reports to: Varies by location

Functions Supervised: None

Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.

Duties and Responsibilities

• Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
• Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
• Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
• Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
• Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
• Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
• Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
• Build meaningful relationships by participating in branch promotions and community events, as assigned.
• Work effectively in a team environment across all organizational levels.
• Perform other duties as assigned.

Qualifications

Education: High school graduate or equivalent

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds

Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.

Compensation

Salary Pay Range:

• Financial Services Representative I (Category 15): $42,254 - $60,844 annually
• Financial Services Representative II (Category 14): $45,633 - $66,624 annually
• Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually

Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer