Financial Advisor
Full-time
Conexus Credit Union
As a Financial Advisor in Regina, you are responsible for understanding our members financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members.
How youll be spending your time Member Experience and Sales Proactively identify members financial goals and provide advice and solutions to support their achievementProvide account, investment and lending products, within scope of position, to meet member needs:
Memberships and accounts including lines of credit
Consumer investment products (excluding mutual funds)
Non-complex consumer lending products
Cards
Registered products
Safety deposit boxes
Mobile banking solutions
Day to day banking needs
Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction Compliance and organizational support Ensure complete, accurate and timely documentation
Adhere to security and operational policies, procedures and operational controls
Ensure healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)
Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration
Proactively identify opportunities to enhance processes and improve operational efficiencies
Provide support, assistance and backup as required for retail team *This posting will be ongoing for current and future Financial Advisor opportunities within Conexus Credit Union in Regina, SK.*
Vacancy posted 25 days ago
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