Financial Services Associate/Advisor
Full-time
Conexus Credit Union
Werelooking for a motivated, customer-focused, relationship-building and results-oriented person to come on board as our Financial Services Associate at our Lloydminster Service Centre, Lloydminster, SK location. As a full-time Financial Services Associate, 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.If building relationships, problem solving, and meeting challenges interests you...this dynamic career is what youre looking for!
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:
o Memberships and accounts including lines of credit
o Consumer investment products (excluding mutual funds)
o Non-complex consumer lending products
o Cards
o Registered products
o Safety deposit boxes
o Mobile banking solutions
o 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.)
Vacancy posted 4 days ago
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