Financial Service Representative

Fernie, BC, Canada

Job Description



Purpose: As a Financial Service Representative, your service to members will power their financial goals and dreams. Excellent member service at StellerVista starts with listening and caring to the needs of our members so that they can make an informed decision based on customized advice. StellerVista\xe2\x80\x99s sales goals and promotions are designed to ensure members receive proactive help to discover and obtain the products and services they need. In this role, you will help members with their savings (in regular and registered accounts), loans, mortgages, lines of credit, and their accounts - ensuring they are in the best account for them. Plus, you will prepare and complete the documentation accurately and quickly, resulting in an easy, stress-free experience. You will follow our members through each stage of their lives so they will be ready for the next financial milestone. Schedule Description Permanent Full-Time \xe2\x80\x93 37 Hours per week Tuesday: 8:15am - 4:45pm Wednesday: 8:15am - 4:45pm Thursday: 8:15am - 4:45pm Friday: 9:15am - 5:45pm Saturday: 9:30am - 2:30pm Note: These hours may be altered or increased due to operational requirements. Travel between StellerVista branches may be required. Minimum Qualifications: Do you have a secondary school diploma plus a minimum of approximately 4 years\xe2\x80\x99 related sales and service experience? We Value:

  • Accountability - to our members, the StellerVista team, and our communities
  • Responsiveness \xe2\x80\x93 to listen and care so to provide exceptional service and advice.
  • Ability to build trust \xe2\x80\x93 with members and others in the StellerVista team
  • Foster belonging - our credit union promotes diversity, equity, and inclusion with our members, within our communities and each other
  • Excellent Communication skills - written and oral
  • Professional image
  • Credit Union knowledge of lending and deposit products and services
  • Personal computer literacy \xe2\x80\x93 keyboarding, email programs, Word, and Excel
OR Candidates with an equivalent combination of education and experience will also be considered. Successful applicants will also be required to upgrade skills yearly by taking related courses in your education course checklist. Job Location \xe2\x80\x93 Fernie, B.C. Closing Date \xe2\x80\x93 Open until filled. How to Apply If this sounds like a position for you, Apply Now, and should you have a problem in uploading your resume, please contact us at employment@ekccu.com We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check. We\xe2\x80\x99re proud of our team. They make us who we are.


Education

Preferred
  • Some High School or better

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Job Detail

  • Job Id
    JD2164349
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Fernie, BC, Canada
  • Education
    Not mentioned