Job Description

Company Overview

1st Choice Savings is a full-service financial institution and cooperative serving approximately 19,000 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $1 billion, 1st Choice Savings is a financially strong Credit Union with the potential for growth. We put our members' financial well-being first, above all else. For further information, please check out our website at www.1stchoicesavings.ca.

Position - Financial Service Representative

The Financial Service Representative provides basic financial advice to assist members with their financial decisions. This includes actively promoting and cross-selling financial products and services to increase the overall profitability of the credit union.

What You'll Do:

Engage and deliver the 1st Choice Savings brand promise by delivering a consistent brand experience to members:

Follow the 1st Choice Onboarding activities with every member interaction. Refer members to specialized experts within the credit union network such as Financial Advisors, Financial Planners and Account Managers when complex financial needs arise. Use the supporting tools available to help identify the member's current financial situation, their future financial goals, and provide guidance on how the members can accomplish their future financial goals. Maintain accurate and up-to-date records of member interactions, transactions, and account information through the appropriate systems such as a CRM, banking floor system, and financial discovery tools.
Focus on Business Development initiatives that will align with the corporate strategy and brand promise:

Review and update existing credit and loan files in a timely fashion and utilize this as an opportunity to provide value-added information, advice, and recommendations. Generate and develop new memberships to increase revenue by outbound calling, attending networking functions, and creating a referral base through centers of influence or through the existing membership base. Promote and maintain awareness of 1st Choice Savings in your community and network. Participate in any development activities to ensure the success of the branch and the organization. Maintain appropriate record keeping to ensure year end goals are met (i.e. pipelines, goal tracking, calendar bookings, etc.) Develop and maintain strong relationships with centers of influence, management, members, and the community. Manage risks within the standards of sound business practice and comply with legal and regulatory requirements.

Who You Are:

Our ideal candidate will have the following:

Post secondary education in Business or Finance. An equivalent combination of education and experience will be considered. Minimum 1-3 years of experience in the financial services industry. Previous experience in lending and investments is an asset. Takes a member-centric approach, shows genuine empathy and understanding towards member concerns and needs. Strong interpersonal skills with a demonstrated ability to deal with people in a tactful, diplomatic and professional manner. Commitment to ongoing training and development to stay informed about organizational and industry changes, regulations, and ethical standards.

We thank all candidates for their interest, however only those candidates selected to be interviewed will be contacted.

Job Type: Full-time

Benefits:

Company pension Dental care Extended health care Life insurance
Application question(s):

Are you legally authorized to work in Canada?
Work Location: In person