Senior Member Consultant

FirstOntario Credit Union; Hamilton; On-site; CAD 50,000 - 70,000; Full time

Job summary

A prominent financial institution is looking for a Senior Member Consultant who will provide expert financial advice to members, driving sales and managing relationships. This role requires strong sales skills and the ability to mentor junior staff. With a focus on achieving financial goals and ensuring excellent service, you will play a key role in shaping member experiences. The position offers a flexible work environment and career development opportunities within an inclusive workplace.

Benefits

Top-tier health and wellness benefits

Pension Plan

Flex-work environment

Yearly Health Spending Account

Professional development funding

Employee and Family Assistance Program

Qualifications

• 5-7 years experience in a similar role.
• Competent in Microsoft Office and banking systems.
• Must have superior interpersonal skills.

Responsibilities

• Achieve sales targets and uncover sales opportunities.
• Provide financial advice to members.
• Coach Member Experience Representatives.

Skills

Interpersonal skills

Communication skills

Problem-solving

Team player

Coaching and mentoring

Tools

Microsoft Office Suite

Temenos Banking System

Criterion or equivalent banking platforms

Job description

• Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly Health Spending Account
• Enhanced mental health benefits through SunLife and TELUS Health
• 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 Senior 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 Senior Member Consultant identifies sales opportunities and ensures these opportunities are fulfilled by utilizing the appropriate resources and teams. The Senior Member Consultant will provide regular coaching and mentoring to Member Experience Representatives throughout their assigned region.

Role

• Responsible for achieving sales targets and goals as set out by the Branch Manager or designate
• Uncover and identify sales opportunities
• Actively solicit, follow up and cross sell products and services to members to increase share of wallet and ensure we are their primary financial institution of choice
• Assist with achieving the goals and objectives relating to business development as set forth by the Branch Manager
• Provide the right financial advice based on a thorough understanding of member's financial goals and develop a financial plan that meets their needs
• Provide relevant and qualified referrals based on business plan and assigned goals to strategic business partners including Wealth Management, Business & Commercial departments
• Complete credit sales to closure, while adhering to terms and conditions of relevant policies and procedures
• Maintain an up to date tracking record of sales, sales results, opportunities, retention, consolidation and acquisition
• Be quick to respond to requests for service from all members
• Able to obtain and perform all duties related to possessing lending limits
• Apply FirstOntario Credit Union's sales and service standards with all members
• Resolve inquiries and / or concerns members have as required
• Apply sound service and business judgment in all activities and interactions, and make decisions within prescribed lending limits
• Keep contact diary system up to date with relevant follow up action for all members
• Maintain ongoing activity plan to assist prioritizing sales, service and operational work
• Provide coaching and mentoring to the Member Experience Representatives in the region and provide additional coaching to other branch employees
• Participate in the onboarding for employees new to the Member Experience Representative role as outlined by the Employee Development Department
• Actively participate and present at branch sales meetings
• Actively participate in creating and executing strategic initiatives in conjunction with the Branch Manager, or designate
• Flexibility to travel throughout regional branches to provide support and coaching / mentorship as required
• Perform other duties as we may need you to do

Operations :

• Adhere to policies and procedures at all times, as amended from time to time
• Complete work accurately, promptly and fully from beginning to end
• Complete branch opening and closing activities, as required or assigned
• Provide overrides and other such operational work within guidelines outlined in your "Letter of Authority"
• Perform audits and proofing, as required
• Perform actionable requirements associated with control and exception reports (delinquencies, maturing products etc.)
• Consider health & safety as a primary concern to ensure the overall well-being of the branch and members
• Take on the role of Acting Branch Manager, as required
• Perform other duties as assigned

Required Skills and Qualifications

• Must have 5-7 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
• Successfully complete the testing for the Senior Member Consultant role
• Must complete other job-related courses and certificates as required

MC 1 and MC 2 training or equivalent

• CU Training or equivalent
• Competent knowledge of Microsoft Office Suite, Temenos Banking System and Criterion or equivalent banking and lending platforms
• Must have superior interpersonal and communication skills
• Demonstrate a high level of integrity and trustworthiness
• Must be able to work well with minimum supervision
• Experience providing coaching 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
• Must have a positive attitude and willing to go above and beyond
• Maintain current knowledge of the Financial Service Industry and trends
• Be able to take action in difficult and challenging situations and deal with uncertainty
• Ability to identify and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures
• Reliable transportation required and willing to travel within the region to provide support

Interested in this role, but don't meet every requirement? We encourage you to apply! We know from experience that a candidate doesn't need 100% of the qualifications listed to bring incredible value to our team. We're actively seeking diverse backgrounds and perspectives to help make FirstOntario better. At FirstOntario, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success.

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

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