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Financial Services Representative II

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Job Order #: 5384913

NOC: 6411
Employer Name:
CORNERSTONE CREDIT UNION
Wage/Salary Info:
as per CBA
Posted Date:
28-Aug-2014
Location:
WYNYARD
 
# of Positions:
1
Employment Terms:
Full Time
Length of Employment:
Permanent
Apply By:
05-Sep-2014
How to Apply?:
This job is no longer taking applications

Application Information

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Employer Name:
CORNERSTONE CREDIT UNION
Contact Name:
Connie Kohlen
Contact Phone:
306-323-6272
Contact Email:
connie.kohlen@cornerstonecu.com
Employer Website:
www.cornerstonecu.com


Description

The primary purpose of the Financial Services Department is to be a part of a team of knowledgeable sales people with a genuine commitment to create and maintain delighted,fully banked, profitable, lifetime members. Reporting to the Manager,Financial Services - Wynyard, the Financial Services Representative II will provide members and potential members with quality, professional and efficient service in the delivery of deposit, investment and consumer mortgage and lending services. The individual in this position will develop solid working relationships and be a strong team player by providing assistance and encouragement to other staff; train, support and participate in aspects of branch operations as required. The successful candidate must have a commitment to pro-actively work to retain and expand existing member relationships, while pursuing new sources of business. This will be a permanent fulltime position (37 1/2 hours per week) and will located at the Wynyard Branch of Cornerstone Credit Union. The successful candidate will have Grade 12 diploma plus two years of post-secondary education; plus one to three years of job-related experience, or an equivalent combination of education or experience. This individual must have exceptional communication skills, good problem solving skills and the ability to build and develop strong working relationships. A commitment to continuous learning and development is required over and above the requirements for the position. Cornerstone Credit Union offers a competitive total compensation package including an attractive employee benefits program and matched pension contributions. This is an inscope position, and membership in the RWDSU is compulsory. The salary will commensurate with experience and qualifications. The credit union also offers a variable incentive pay program that rewards employees for corporate and individual performance.

 

Skills and Abilities

Essential Skills
 - Reading text
 - Document use
 - Numeracy
 - Writing
 - Oral communication
 - Working with others
 - Problem solving
 - Decision making
 - Critical thinking
 - Job task planning and organizing
 - Finding information
 - Computer use
 - Continuous learning
 - Significant use of memory
Type of Customers
 - Consumers
Transportation/Travel Information
 - Willing to travel
 - Travel expenses paid by employer
Specific Skills
 - Customer service oriented
 - Promote sales to existing clients
 - Conduct sales transactions
 - Estimate or quote prices, credit or contract terms, warranties and delivery dates
 - Identify and solicit potential clients
 - Consult with clients after sale or signed contracts
 - Review and adapt information regarding product innovations, competitors and market conditions
 - Provide clients presentations of the benefits and uses of goods or services
Work Location Information
 - On-site customer service
 - Urban area
 - Rural community
Work Conditions and Physical Capabilities
 - Fast-paced environment
 - Work under pressure
 - Tight deadlines
 - Repetitive tasks
 - Attention to detail
 - Sitting
 - Combination of sitting, standing, walking
Security and Safety
 - Bondable
 - Criminal record check (abstract)
Business Equipment and Computer Applications
 - Word processing software
 - Spreadsheet software
 - General office equipment
 - Electronic mail

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