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THE POSITION:
Reporting to the Regional Vice President Battlefords Region and operating in a sales & service environment, this position will be responsible to provide members and potential members with a variety of routine non-cash related services in an efficient, accurate and courteous manner. Candidates must be able to travel between branches to provide support as required. Additional responsibilities include:
- Achieve established goals set out for the department and organization through professional and proactive promotion of our lending, deposit, estate and investment products and services including sales and service of mutual funds.
- Identify member/potential member needs by conducting interviews to obtain pertinent information for opening accounts, delivery of products, services, investments and/or referrals to meet financial needs.
- Work to recognize opportunities to promote, cross-sell, refer addition credit union products and services, and provide referrals to applicable parties where required.
- Solicit new members to join credit union; foster business development through service excellence and product knowledge.
For full details and to apply online, please visit the Careers page on our website!
www.innovationcu.ca