Financial Services Representative

at  Northern Credit Union Limited

Sault Ste. Marie, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate08 Nov, 2024USD 25 Hourly28 Oct, 20242 year(s) or aboveGood communication skillsNoNo
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Description:

Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial services marketplace of Ontario we are excited to announce that we are currently seeking a full-time Financial Services Representative in our Sault Ste. Marie market.
Reporting to the Branch Manager, the Financial Services Representative (FSR) will be responsible for marketing the organization’s products and services within clearly defined policies and procedures. The FSR promotes, up-sells and cross-sells the complete range of lending and investment vehicles with an emphasis on consumer loans, mortgages, credit card products, lines of credit, deposit and retail branch term investments.
The Financial Services Representative acts as a resource for opening new member accounts and for actively soliciting membership growth opportunities by following up on incoming credit checks, staff referrals, sales initiatives and member client inquiries.
They must excel at working towards a standard of excellence and striving towards reaching and exceeding goals as a self-starter and also in support of their team.

PREFERRED CANDIDATES WILL POSSESS THE FOLLOWING QUALIFICATIONS:

  • High school diploma and equivalent banking or sales experience.
  • Two years in Lending/Investment/Advisory environment, including exposure and proven track record of meeting individual targets of supporting sales activities.
  • A commitment to continuous learning within the scope of the duties to keep pace with changes relative to the job function, including, but not limited to, technology, processes, policies and product knowledge.

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Banking / Insurance

Finance

Diploma

Proficient

1

Sault Ste. Marie, ON, Canada