FCU Community Financial - Senior Member Service Representative (Permanent, Full-time) - Powell River

Résumé du poste

The role involves recommending and implementing account, deposit, and loan products to improve members' financial well-being. Responsibilities include analyzing member needs, processing loan applications, and fostering long-term member relationships.

Détails du poste

Join a team where passion meets purpose! At FCU Community Financial, we take pride in being one of B.C.’s Top Employers—a reflection of our team members who value meaningful work, opportunities for growth, and making a difference. Driven by values, we use business as a force for good, placing people and the planet at the center of everything we do. With branches in eight vibrant locations along B.C.'s south coast, we are driven by our vision of building financially healthy communities and our purpose to empower through knowledge. If this vision excites you, we’d love to have you join our team! FCU Community Financial is looking for a team-oriented individual to assist our members in achieving their financial goals as a permanent, full-time Senior Member Service Representative at our Powell River Branch. This is an advisory position responsible for the recommendation and implementation of account, deposit, and loan products offered by First Credit Union. Through building relationships and analyzing member needs, a Senior Member Service Representative identifies and recommends the appropriate products or services with the goal of improving our members’ overall financial well-being. Click here to apply: Senior Member Service Representative (Permanent, Full-Time) - Powell River | Dayforce Jobs Major Responsibilities: Provide service excellence and foster member relationships by: Maintaining a high level of knowledge of First Credit Union products and services, including continuous development to be aware of changes in the industry. Exhibiting a high commitment to member-client relationships by promoting the concept of relationship building, cross-selling all credit union products and services, and referring members to other departments when appropriate. Analyzing member needs and building relationships through member onboarding. Responding to member requests and inquiries and dealing with member issues with minimal assistance. Contributing to a high level of service by presenting a positive, pleasant, public image, and providing fast, efficient, personalized service. Acting as a resource and example to other employees in regard to knowledge, experience, and superior member service. Contributing to a positive team environment by working efficiently, professionally and in a friendly manner. Perform a variety of duties relating to the promotion, sale and administration of account, deposit, and loan products and services offered by First Credit Union. This includes but is not limited to: Promoting and providing advice on deposit products and services, including registered and non-registered accounts, with the ability to discuss investment options such as term deposits. Promoting and processing card products, including credit and debit cards as well as all electronic services. Providing guidance and administration on account options and membership, including estate administration. Complete loan applications, including interviews, and collection of documentation. Use the Financial Blueprint to support the overall financial well-being of our members. Actively pursue opportunities to improve growth and the development of loan portfolios and pursue new business by establishing and maintaining relationships in the community. Administrative duties as needed for loan documentation, reviews and renewals. Documenting and processing as required. Required Experience, Knowledge, Skill, and Ability: Secondary school diploma. Three years’ experience in the financial, sales or service industry. Education or equivalent experience with Products & Services, Fundamentals of Personal Financial Planning, Consumer & Residential Mortgage Lending, and Business Financial Statement Analysis. Superior knowledge of financial products and services. Demonstrated accountability for both personal and branch-assigned growth goals, targets and major initiatives. The successful candidate will demonstrate the following skills: Strong computer skills and proficiency in MS Office. Ability to communicate effectively, both orally and in writing. Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management. Strong interpersonal skills with a service-oriented focus. Ability to work in a fast-paced environment, perform under pressure, and demonstrate great initiative, resourcefulness and flexibility. Ability to develop a correlation between personal actions, service execution, and member expectations. What You’ll Earn: This role offers a salary range of $28.48 to $33.61 per hour. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements. Why work for us? Take advantage of opportunities for career development including continuous training, education support and career planning. Embrace our commitment to employee wellness including a commitment to mental health and comprehensive employee and family assistance program. Enjoy a competitive compensation package including a generous benefits program. Be part of a company that is dedicated to making meaningful community impact. Who should apply? To support employment equity and diversity in the workplace, we welcome applications from all groups, including visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity or expression (LGBTQ2S+), and others who may contribute to diversity at FCU Community Financial. We also recognize unique styles, perspectives, and beliefs that support a diverse, respectful, and inclusive work environment. First Credit Union is a community owned financial institution. When your customers are your shareholders, it changes the way you run your business. We don’t ever have to choose between what’s best for our business, what’s best for our community, or what’s best for our members; they are one and the same. This is the cooperative advantage.

Ce que vous ferez

The role involves recommending and implementing account, deposit, and loan products to improve members' financial well-being. Responsibilities include analyzing member needs, processing loan applications, and fostering long-term member relationships.

Exigences

Candidates need a secondary school diploma and three years of experience in the financial, sales, or service industry. Proficiency in personal financial planning, mortgage lending, and business financial statement analysis is required.

Avantages

• Annual Incentive Program • Career Development • Continuous Training • Education Support • Career Planning • Mental Health Support • Employee And Family Assistance Program • Comprehensive Benefits Program

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• MS-Office · Souhaitée
• Financial planning · Souhaitée
• Account Administration · Souhaitée
• Relationship Building · Souhaitée
• interpersonal communication · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Advisory
• Relationship Building
• Cross-selling
• Loan Processing
• Member Onboarding
• Financial Planning
• Mortgage Lending
• Business Financial Statement Analysis
• MS Office
• Problem Solving
• Time Management
• Interpersonal Communication
• Customer Service
• Account Administration
• Investment Options
• Estate Administration

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Sales