AS A SENIOR FINANCIAL SERVICES REPRESENTATIVE, YOU WILL:

• Contribute to the success of the retail location through the achievement of established sales goals and objectives.
• Provide quality service to our members by assessing their needs and identifying credit union products and services to best meet those needs.
• Increase service relationships held by members to meet established targets.
• Promote and process investments including Investment Shares, GICs, RRSPs, RRIFs, and TFSAs.
• Drive mortgage product promotion while consistently meeting and exceeding individual sales goals.
• Promote and process lending products including personal loans, lines of credit, overdraft protection, and applicable insurances.
• Promote and process Visa applications within prescribed guidelines.
• Promote and process accounts and sundry services to meet established targets.
• Participate in campaigns in the retail locations.
• Process over the counter financial transactions.
• Comply with established policies, guidelines, and procedures.
• Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

• Completed post-secondary education is required.
• Excellent customer service and communication skills.
• Demonstrated success in a sales or goal driven environment.
• An energetic personality, initiative and professionalism.
• A minimum of three years of professional experience in financial services and a sound understanding of the lending process is considered an asset.

If this opportunity excites you and you think you’re a great fit, let us know by applying today! We are committed to the communities that we serve and if you’re likeminded, we can’t wait to hear from you.
We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:
Emily Wigfield
Talent Acquisition Specialist - WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca
WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

Please refer the Job description for details