Member Consultant

Firstontario Credit Union Limited; Chatham; On-site; CAD 53,000 - 73,000; Full time

Benefits offered by this job

Competitive pay

Health benefits

Mental health benefits

Exclusive banking benefits

Professional development allowance

Pension plan

Flexible work environment

Volunteer program

EFAP

Job summary

The Member Consultant role at FirstOntario Credit Union Limited provides relevant, timely, and accurate financial advice to members to help them reach their financial goals and to become the financial institution of choice. Working in a team, the role identifies sales opportunities and ensures they are fulfilled by the appropriate resources and teams.

Primary duties include achieving sales targets, uncovering opportunities, cross-selling products, building financial plans, and providing

Qualifications

• Grade 12 or equivalent.
• 4 years office, credit union/bank cash experience.
• Knowledge of the Financial Services Industry and awareness of competitors benchmarks and standards.

Responsibilities

• Responsible for achieving sales targets and goals as set out by the Branch Manager.
• Uncover and identify sales opportunities with members and prospective members.
• Actively solicit, follow up and cross sell products and services to members to increase share of wallet and ensure we are the primary financial institution of choice. Provide the right financial advice based on thorough understanding of their financial goals and develop a financial plan that meets their needs and provides increased business to FirstOntario.
• Utilize the sales cycle to optimize value for members and fully capture all sales opportunities including follow up. Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).
• Complete credit sales through to closure adhering to terms / conditions of the approval and Due diligence policies.

Skills

Sales experience

Financial advisory

Cross-selling

Customer relationship management

Education

High school diploma

Job description

Why FirstOntario?

• Competitive compensation packages
• Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
• Enhanced mental health benefits through SunLife and TELUS Health
• Exclusive banking benefits
• Up to $1000 per year towards professional development
• Pension Plan
• Flex-work environment
• Company-wide Employee Volunteer program (Blue Wave Program)
• Employee and Family Assistance Program

Job Overview

The Member Consultant role is responsible to provide relevant, timely and accurate financial advice to members to assist them in meeting their financial goals, and to become the financial institution of choice. Utilizing a team approach, the Member Consultant identifies sales opportunities and ensures these opportunities are fulfilled by utilizing the appropriate resources and teams.

Primary Duties and Responsibilities

• Responsible for achieving sales targets and goals as set out by the Branch Manager.
• Uncover and identify sales opportunities with members and prospective members.
• Actively solicit, follow up and cross sell products and services to members to increase share of wallet and ensure we are the primary financial institution of choice. Provide the right financial advice based on thorough understanding of their financial goals and develop a financial plan that meets their needs and provides increased business to FirstOntario.
• Utilize the sales cycle to optimize value for members and fully capture all sales opportunities including follow up. Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).
• Complete credit sales through to closure adhering to terms / conditions of the approval and Due diligence policies.

Job Specifications and Technical Requirements

• Grade 12 or equivalent
• 4 years office, credit union/ bank cash experience
• A knowledge of the Financial Services Industry as well as active correspondence of competitors benchmarks and standards

This posting is for an existing vacancy.

Salary Range: $53,122 to $73,042 annually.

Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.