If you're passionate about your community, adore making an impact, thrive in a fast-paced environment and want to make a difference, then we're looking for you! When you join our team, you’re joining an organization with deep roots, big ideas, and a commitment to doing what’s right.
We work as one connected team, and value thinking big, acting local, taking charge, and making things easy.
We look for people who :
Share our values
Enjoy having honest conversations, about real things, as real people
Believe that creating great experiences is totally within their control
Build positive relationships and an understanding of what people’s needs are
See solutions and possibilities (not problems!)
Are simply outstanding at what they do
Key Accountabilities :
Identifies and develops sales opportunities with existing and potential new members to meet their needs and further relationships.
Provides a full range of investment and lending services which includes preparing documentation and processing member transactions.
Generates cross sales referrals by actively promoting products and services provided by internal and external partners.
Answers product and service inquiries or forwards to the appropriate internal personnel.
Applies risk management policies, procedures and audit control standards in daily activities to ensure compliance and best practice standards to mitigate risk.
Gathers and prepares required member documentation for file and completes member banking transactions.
Remains current on organizational practices, policies, procedures and legislative requirements; identifying areas requiring clarification or improvement and referring to management for further action.
Support initiatives identified in the branches annual business plan and make recommendations regarding activities / campaigns to achieve branch goal and objectives.
Seeks opportunities to promote the organization and to develop business opportunities and refer to appropriate sales staff.
Acts as a resource to other staff within the branch.
E xperience and / or Educational Requirements :
4 - 6 years experience in retail lending / credit and investments.
Strong demonstrated ability to build member relationships.
Completed a relevant certificate, diploma, degree or designation program.
Hold a current Mutual Funds License.
Completion of required Member Management course : Good Connections, Service Experience, Sales Approach, Handling Complaints, Investment Services, and Sales Negotiations.
An equivalent combination of education and experience may also be considered.
Skills and Competencies :
Strong computer skills in Microsoft Office applications and ability to learn other programs.
Excellent communications skills; both written and verbal.
Strong critical thinking and analytical skills.
Excellent customer service orientation.
Excellent organizational and multi-tasking skills.
Excellent attention to detail.