Financial Services Officer - Mississauga, Canada - DUCA Financial Services Credit Union Ltd.

DUCA Financial Services Credit Union Ltd.

Verified Company

Mississauga, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Why DUCA?
At DUCA, we strive for excellence in everything we do. Our commitment to
_Do more, Be more, Achieve more_ is what sets us apart and drives our company culture.

DUCA's impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community.

We believe our employees are our most valuable resource We are committed to providing you with the tools, support, and challenge you need to develop your career and achieve a healthy work-life balance while contributing to our outstanding culture.

DUCA offers a strong total compensation package including competitive salaries and bonuses, employer-paid benefits, banking perks, wellness days, and much more.

Financial Services Officer
We are looking for a new Financial Services Officer to join our dynamic Gateway (Mississauga) Branch

Branch Hours
Mon to Fri: 9:00am - 4:00pm
(Subject to change)

Job Purpose & Summary

The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and achieve more with their money and their lives.

The Financial Services Officer establishes relationships with Members, understands their goals, and provides them with holistic financial advice on a range of DUCA products and services that will enable them to achieve these goals.

The FSO also helps develop new business with existing and potential Members through participation in branch campaigns and events, and establishing relationships within the community.

The FSO is a senior member of our small branch advisory teams and is responsible for providing leadership and coaching to other team members in the absence of the Branch Manager.

Key Accountabilities & Duties

Establish strong relationships with Members and ask openended questions to discover Members' life events, financial situation, risk profile, and short

- and long-term goals.

Proactively provide needsbased advice by developing and presenting customized financial solutions that will help Members achieve their goals
Utilize sound interviewing, judgement and analysis skills to identify and provide recommendations on credit solutions within guidelines, on products including mortgages, loans, lines of credit and credit cards
Provide sound investment advice and identify appropriate solutions including registered and nonregistered term deposits, TFSA's, mutual funds, and other wealth solutions. Maintain uptodate knowledge of economic and market conditions.
Open new Member accounts and provide other banking solutions to meet Member needs
Generate referrals for more complex needs to our Commercial or Wealth Management teams
Provide exceptional Member service by developing and deepening relationships, maintaining regular communication, and providing timely responses and valueadded information and advice to Members
Work towards achieving or exceeding individual and branch objectives, while always acting in the best interest of our Members
Identify opportunities to develop business within the community and attract new Members to DUCA by establishing "centres of influence" outside the branch, and participating in community and branch events as a representative of DUCA
Complete and process all work within guidelines and in accordance to compliance, audit, policies, and procedures

Occupational Experience & Education Requirements

Postsecondary education
A minimum of 3 years' experience in a financial services sales environment and a minimum of 1 year in an advisory role with a proven track record in sales
Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license
Experience working with or knowledge of a range of credit and investment products

Knowledge, Skills & Attributes

Passionate about providing excellent Member service and helping others to achieve their goals
Exceptional written and verbal communication skills
Strong relationship management skills
Strong business acumen and financial industry knowledge
Proven sales skills
Strong attention to detail and time management skills
Experience using Microsoft Office suite of products
Experience using Customer Relationship Management (CRM), Loan Originating System (LOS), or other related software, considered an asset
Excellent analytical and problemsolving skills
Dedication to continual learning and development

Department:
Retail Banking

Primary Location:
Gateway Branch Dixie Road, Mississauga, ON, L4W 1S2

Employment Status:
Full-time

Hours per Week:38

We thank all applicants but only those considered for an interview will be contacted.