Financial Services Associate, Regional - Victoria, Canada - Coastal Community Credit Union
Description
Position Type:
Permanent
Together, Let's Do Great Things
We're the largest financial institution based on Vancouver Island and the Gulf Islands, and we've got an opportunity for you.
We are looking for a
Financial Services Associate to support the Capital Region, so if you're passionate about improving people's financial health and have experience with personal and commercial membership opening, investments and registered products, we'd like to hear from you.
What's the role?
As a Financial Services Associate, you excel at growing new and existing relationships.
Working with our team of professionals, you'll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.
What are we looking for?
- A secondary school diploma with an academic emphasis plus 1 year postsecondary education with up to 1 year of work experience in a sales and service environment;
- A minimum of 3 years of financial experience or an equivalent combination of education and experience;
- Preferably, a thorough understanding of credit union operations, principles and values.
- Proven sales experience and demonstrated leadership skills;
- Proven knowledge of deposit products and services;
- Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
- Proven social networking skills and an ability to connect with individuals inside and outside the organization.
Who are we?
Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island.
- We're 100% memberowned, with all decisions made locally—right here on Vancouver Island.
- We're a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
- We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.
We offer a generous compensation package and a great work/life balance because we want you to spend your career here.
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