Financial Services Representative - Parry Sound, Canada - Kawartha Credit Union

Kawartha Credit Union

Verified Company

Parry Sound, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Financial Services Representative (Permanent, Full-time)

Location:
Parry Sound, ON

Hours: 40 hours per week, Monday to Friday

Rate of Pay:
Dependent on experience

As a Financial Services Representative, you will:

Specialize in retail lending, recommending solutions which will enable our members to achieve their personal financial objectives.
Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area.
Provide needsbased advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning.
Identify opportunities to generate sales and new members.
Monitor the renewal of maturing investments, mortgages and loans. Ensure members receive appropriate notice, advising of alternative options and assist with renewals.
Establishing and maintaining effective relationships with members by providing excellent member service.
Perform other duties as needed or assigned.

Qualifications:

Postsecondary education with emphasis in business or financial planning would be an asset
A minimum of two years' comprehensive experience in consumer lending
Mutual Funds license
Advanced member service and sales skills
Excellent organizational and time management skills
Willingness to complete additional educational components as required

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others.

We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees.

If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.