Job Description

About Lakeland Credit Union Lakeland Credit Union (LCU) is a provider of financial products and services assisting our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, excellence, the co-operative system, and our people. Lakeland Credit Union is an employer who can help you shape your career, right here in the Lakeland. We are focused on creating a leading-edge financial institution where everyone works together to achieve our personal and financial goals, at the same time building a better community. It\xe2\x80\x99s simply part of the way we do business, and what earns us loyalty from our members and their families. About the Opportunity As a Financial Advisor Associate, you will be responsible for completing administrative functions and member facing tasks to support the Financial Advisor in building strong member relationships. You will ensure a positive experience for our members through service excellence and product knowledge. This position is an opportunity to grow and prepare for the Financial Advisor position. More specifically, some of your responsibilities include, but are not limited to:

• Proactively obtain appropriate searches and documents to assist with the preparation of member appointments.
• Accurately prepare correspondence, reports, forms, letters, and standard branch documents.
• Enter and prepare consumer loan and mortgage documentation for member signature and disbursement.
• Assist members with loan and deposit inquiries; follow up on requests for information on interest paid, principal totals, loan payouts, posting errors and pertinent details of loan and/or deposit particulars.
• Assist and guide members with the CAFT process.
• Assist and guide members through the Estate process.
• Open new and ancillary accounts when required.

More About You: In order to qualify for this role, you will have your high school diploma and proven customer service excellence. While not required, lending knowledge and experience would be an asset. As our ideal candidate, you have a high level of attention to detail, accurate and consistent data entry. You possess superior active listening, verbal and written communication skills. You are a positive team player with strong organizational and priority management skills. Above all, you are flexible and adaptable, and motivated to positively contribute to the success of the organization while building a career with LCU! About the Benefits As a valued member of our independent financial institution, you will be awarded a competitive salary negotiable based on experience, along with a host of benefits, including:

• Extended health, dental and vision benefits
• Flexible spending account
• Vacation starting at three weeks plus Flex Days
• Variable bonus and incentives depending on hitting targets and branch performance
• RRSP matching after three months
• Discounted employee financial services benefits
• Relocation assistance
• Opportunities for personal and professional development
• Employee bonding events, Christmas parties, and summer socials!

Move beyond a job with crazy hours and unpredictable schedules. Choose to make a real difference in people\'s lives and in your community by applying your skills and knowledge at your locally owned financial institution. Join a professional, caring and supportive workplace to move your career forward. APPLY for a role at Lakeland Credit Union today and start changing lives, one member at a time. Live. Grow. THRIVE here! We thank all applicants for their interest; only those selected for an interview will be contacted. *This successful candidate must be bondable and will be subject to pre-employment background screening, including criminal record and credit checks. Job Types: Full-time, Permanent Salary: $47,600.00-$59,500.00 per year Benefits:

• Dental care
• Extended health care
• Paid time off
• RRSP match
• Store discount
• Tuition reimbursement
• Wellness program

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Cold Lake, AB T9M 1S8: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Are you willing to undergo a background check in accordance with local law/regulations?

Experience:

• Customer relationship management: 1 year (preferred)
• Financial services: 1 year (preferred)

Work Location: In person Application deadline: 2023-11-17