Remote Senior Member Experience Advisor

Firstontario Credit Union Limited; Hamilton; Remote; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Top-tier health and wellness benefits

Lifestyle and professional benefits

Job summary

The Senior Member Solutions Team Representative (MSTR) at FirstOntario Credit Union Limited provides timely, accurate financial advice to members to help them reach their financial goals. Using a consultative approach, the role identifies sales opportunities and ensures they are fulfilled by leveraging resources and teams, building trust with each member.

You will manage a pipeline in the CRM, cross-sell the full suite of products, and support regional business development.

Qualifications

• Must have minimum 5 continuous years' of experience in the Member Consultant or Member Experience Representative role with FirstOntario or a comparable role at another financial institution; or combination thereof
• Must have first level limits, or have achieved within 6 months of starting role; required to have second/third level limits within 12 months of starting role
• Successfully complete the applicable testing
• Competent knowledge of Microsoft Office Suite, Temenos Banking System and Criterion or equivalent banking and lending platforms
• Must have superior interpersonal and communication skills
• Must be able to work well with minimum supervision
• Experience providing support and feedback to colleagues
• Ability to effectively problem solve to find creative and beneficial solutions
• Be flexible and adaptable to changing priorities
• Ability to share knowledge and best practices
• Must be capable of working as a team player, willing to assist other staff of any location
• Maintain current knowledge of the Financial Service Industry and trends
• Be able to take action in difficult and challenging situations and deal with uncertainty
• This assignment is primarily a remote position. Meetings take place virtually through phone and video technology
• Reliable transportation required and willing to travel within the region to provide support

Responsibilities

• Sales & Service: Achieve goals set by Manager; uncover sales opportunities; cross-sell products and services; assist with business development objectives; provide tailored financial advice
• Maintain up-to-date pipeline, sales, retention, consolidation and acquisition opportunities using the CRM
• Resolve member inquiries and provide service across channels including virtual, outbound calling, and in-person
• Support onboarding of new team members with Employee Development team; participate in team meetings; promote digital channels

Skills

Financial services experience

Member consulting

Customer service

Communication skills

Team collaboration

Travel willingness

Tools

Temenos Banking System

Criterion

Microsoft Office Suite

Job description

The Senior Member Solutions Team Representative (MSTR) at FirstOntario Credit Union Limited provides timely, accurate financial advice to members to help them reach their financial goals. Using a consultative approach, the role identifies sales opportunities and ensures they are fulfilled by leveraging resources and teams, building trust with each member.

You will manage a pipeline in the CRM, cross-sell the full suite of products, and support regional business development.