Job Description

Job Summary

We have a

full time, permanent

position as a Financial Relationship Advisor (FRA) located at our

Chester Basin Branch

.This role is an exciting opportunity for someone looking to provide consistently extraordinary service experiences for current and potential members. This role will report to our branch manager under the direction of our COO.

Duties

Open and maintain deposit accounts (Term Deposits, GICs, RRSPs, RRIFs, RESPs, HISA, TSFA, Index Link, LSM) in accordance with policies and procedures. Explain to prospective and existing members Mosaik's product features while incorporating all applicable resident and non-resident tax implications. Process file maintenance requests: including but not limited to investment transfer-in requests and investment transfer-out requests. Open and maintain accounts (Chequing, Savings, Commercial, Non-Profit, USD, Estate, Term Deposit and all Registered Plans) in accordance with policies and procedures. Conduct background and credit checks on prospective and existing members as required. Explain to prospective and existing members account features, service fee packages, debit card service agreements, etc. Process maintenance requests; including but not limited to, name and address changes, replacement member cards, account closure requests, account joint requests, and signing officer change requests. Address the entire financial relationship at each member interaction touchpoint to identify current and future lending solutions, retirement planning solutions, investment planning solutions, and convenience banking solutions. Conduct member interviews to identify and assess investment and deposit objectives. Collect and compile information and analyze member's personal financial goals to assess risk tolerance to identify current and future deposit and investment opportunities for completion or referral.

Competencies

An ability to provide extraordinary member service Strong organizational skills and ability to effectively manage calendar and member files Strong communication skills (written & oral) with all stakeholders Sound judgement and decision making Dependable, reliable, trustworthy. High degree of confidentiality. Accuracy and thoroughness. Sales; generating and closing sales. Extraordinary member service ability Knowledge of financial principles Knowledge of policies and regulatory environment Time management and work planning Expert knowledge of credit union products and services; including, investment & deposit products, personal accounts, commercial accounts, plastic products, electronic services Software Proficiency in , Sharefile, MS Word, MS Outlook, MS Excel and MS PowerPoint.

Experience

Candidates will have successfully completed a certificate or diploma in Business Administration or training and experience equivalent.

Compensation and Benefits

We offer competitive compensation to commensurate with qualifications and experience. In addition, we offer an excellent benefit package including a flexible health and dental plan, employer matched defined contribution pension plan, staff banking rates, paid vacation and sick time, and professional development opportunities.

If you wish to apply for this position, please forward your cover letter and resume to

careers@mosaikcu.ca

Even if you do not meet all of the above criteria but feel that you'd be a great fit with our team, we encourage you to apply!

Mosaik Credit Union appreciates all applications, however, only candidates who have been selected for an interview will be contacted.

Job Type: Full-time

Benefits:

Company events Dental care Employee assistance program Extended health care On-site parking Paid time off RRSP match Vision care
Work Location: In person