Financial Service Representative

at  StellerVista Credit Union

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 our membership 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 the Financial Services Representative, you will provide quality service to members and contribute to the success of the branch through the achievement of established retail sales goals and the application of member relationship management tools and techniques. You will support the promotion and sales of credit union deposit and lending products and services to non-portfolioed members including completing the sale of deposit products and registered products, conducting loan interviews for personal loans, mortgages, and lines of credit, and preparing documentation and associated recommendations for senior officer or manager approval. You will also Initiate needs-based referrals to staff specialists to meet member product and service needs. Plus, Processing loan applications using ProLender and conducts related credit and security checks, process loan payments and administer overdraft and delinquency programs for non-portfolioed members. You will resolve member concerns with loan and deposit-related problems and maintains loan files and records, administer estates. You will also actively participate in the execution of individual product and service campaigns, provide technical support and advice to other credit union staff in the sale and processing of deposit and retail lending products and services.

EDUCATION AND EXPERIENCE

Do you have a secondary school diploma plus a minimum of four years related sales and service experience with a Financial Institution experience where basic retail lending procedures for products such as personal secured loans, RSP loans and overdraft protection requests are an ongoing requirement?

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

AT STELLERVISTA CREDIT UNION WE ARE PROUD TO OFFER AN 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
  Job Location – Slocan Park, B.C.
  Closing Date – Open until filled.

EDUCATION

Required

• High School Diploma or better

Please refer the Job description for details