Financial Service Representative / Member Service Representative (FSR 1)

Job Description

Job title: Financial Service Representative / Member Service Representative (FSR 1)

Company: Healthcare & Municipal Employees’ Credit Union

Job description: Position VacancyJob Title: Financial Service Representative / Member Service Representative (FSR I)Job Status: Regular Full-TimeLocation: Brantford BranchOne (1) Exiting VacancyIntroductionDo you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a fast-paced environment? If so, a position as a Financial Services Representative at Healthcare and Municipal Employees’ Credit Union (HMECU) could be the perfect fit for you.CompanyHMECU has been serving our healthcare, municipal, fire and police community for 89 years! We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union, and we are looking for individuals that share in our vision and purpose. We take pride in the service we provide to our members and are looking for an enthusiastic and passionate candidate to join our branch team.Position OverviewAs a Financial Service Representative / Member Service Representative you will play a critical role in achieving the goals of the organization by building strong and long-lasting member relations through credit and member services. We are looking for someone who values open communication, diversity and respects other opinions / ideas.Our PurposeWe care for the financial needs and wellbeing of our members so you can focus on what matters most.Job Purpose & SummaryAs an FSR I, , you will play a crucial role in providing exceptional service to our members, assisting them with their financial needs and helping them achieve their financial goals. Your ability to adapt, your proactive approach and commitment to excellence will be key to your success. The FSR I plays a critical role in achieving the goal of the organization by building strong and long lasting member relations through providing members with exceptional services.Skill RequirementsRequired Experience

• Post-secondary education Finance or Business is preferred;
• At least 2 years of equivalent work experience in a financial services sales’ environment with a proven track record in sales preferred;
• A basic working knowledge of investment related products such as GIC’s, TFSA’s, and RRSP’s;
• Strong Business Acumen;
• Superior member service skills, including dealing with difficult member situations;
• Strong technical and computer skills, including MS Office applications (Word, Excel, Outlook);
• Prior banking/credit union experience preferred;
• Must be bondable.

What you’d be doing:

• Understanding members’ financial needs and offering appropriate solutions via phone, email, and in person while actively participating in revenue generation through sales to meet performance objectives.
• Within approval limits, approve or provide recommendations on products and services including new accounts, loans, mortgages, lines of credit, investment products, MeritLines, and insurance.
• Provide exceptional member service and support on the front-line as required.
• Responsible for holding estate meetings ensuring completion and closure from document intake to account creation.
• Reconciles, daily, new loan reports and verifies daily loans to ensure that all documents pertaining to the loan are properly filled out and the information is inputted on DNA and LOS correctly;

If you have a positive attitude, a desire to learn and passion for serving members of the community, than HMECU is the place for you.Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so that arrangements can be made.We thank all applicants for their interest, however, only those selected for an interview will be contacted.Job Type: Full-time One(1) Existing Full – time vacancy Primary Location: Brantford BranchSalary Range: $39,800 – $59,700Hours of Work: 35 hours per weekBenefits: YES. We offer a very comprehensive Benefits Package (100% Employer Paid Benefits)Pension: Defined Contribution Pension Plan; with 7% Employer Contribution’s

Location: Brantford, ON

Job date: Fri, 29 Nov 2024 04:03:06 GMT