Financial Services Advisor - Elmira, Canada - Kindred Credit Union Limited

Kindred Credit Union Limited

Verified Company

Elmira, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

You're invited to make a differenceas a
full-time Financial Services Advisor in our
Elmira branch.**:

In this role, you bring expertise in credit, investments and everyday banking to provide financial advice and build solutions for members that meet their immediate and long-term financial needs.

With empathy and curiosity, you will cultivate and manage member relationships, personal as well as small business and other organizations, and serve as an ambassador for Kindred to grow our business and impact as you invite others to experience banking with purpose.

Key responsibilities

Meeting with members to understand needs, propose and fulfill credit and investment solutions.
Building relationship through providing financial advice and making referrals to branch partners.
Managing assigned loan portfolio by proactively serving members on an ongoing basis.
Actively seeking out and pursuing new business opportunities through leads, referrals, and a network of contacts.

What to bring

You are enthusiastic about building solutions, and passionate about delivering a member experience that inspires confidence in our services, builds relationship with our members, and encourages referrals from the community.

You are a team player who collaborates easily with colleagues to meet the operational needs of the branch serving a diverse membership.

Finally, you share a commitment to our shared values and purpose.

Plus, you bring your qualifications and experience:

Completion of a post-secondary program, in Business or a related field
35 years of progressive experience in financial services
MFDA licensed
Experience in retail credit
Strong relationship building skills
Solid technical skills

Why Kindred

You will be part of a collaborative workplace where you'll be asked to participate in the business and share your voice.

You'll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. You'll also be supported in volunteering your talents for community and other programs that are important to you.

We believe that your life is bigger than any job, so we'll work together to achieve work-life quality and to care for your overall wellness.

Your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff.

By choosing Kindred, you'll be joining an engaged workforce:

we're a provider of a Living Wage, and we're using business as a force for good as a B Corp.

Our comprehensive total rewards package includes: