Temporary with the potential to become permanent.
MEMBER SOLUTIONS ADVISOR - Upper Wentworth - Floater (Temporary; Part-time)
Reports to: Manager, Member Solutions
Under the general supervision of the Manager, Member Solutions, markets the Credit Union’s products and services ensuring that members’ needs are efficiently met. Promotes, upsells and cross-sells the full range of lending and investment products and sundry services to meet the needs of the members and the growth objectives of the Credit Union at each opportunity presented. Is the primary resource for actively soliciting new sales opportunities by following up on staff referrals, incoming credit checks and identifying target areas and subsequent cold calls to capitalize on growth opportunities. Actively participates in all branch campaigns and promotions to meet growth targets. Manages portfolio of assigned accounts while increasing volume of business annually to targets required through annual branch budget.
MAJOR DUTIES & RESPONSIBILITIES
Understanding of credit union's business objectives, philosophies and principles; credit union products and services at 80% minimum "Advanced" knowledge proficiency, policies and legalities regarding lending and deposit services; mathematical calculations on ratios and amortization schedules; credit union policies and procedures relating to banking requirements; credit union computer and in-depth knowledge of investments including registered plans.
Service and selling; interviewing; decision making; problem solving and conflict resolution; budgeting; time management; keyboarding; policy interpretation; verbal communication; presentation skills; and financial analysis-cashflow. Working knowledge of Word 2007 applications.
Previous credit underwriting experience and financial sales experience is required
O.S.S.G.D. plus 4-6 years job related experience or
Some college plus 2-3 years job related experience or
Completed college/university plus one year job related experience.
Willingness to participate in on-going CUIC (Credit Union Institute of Canada) General Studies Program.
Job Types: Part-time, Temporary