Financial Services Representative

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?

Here at YNCU, we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.

Take a look at this job posting, and if it’s a good fit, we encourage you to apply. If it’s not for you but you know someone that may be better suited for it, we welcome you to share it with them! Thanks for checking us out!

The Role

As part of our Retail Sales team, reporting to the Manager, Member Services, your main objective will be to assist our members in reaching financial comfort by developing a solid financial plan to efficiently manage their income, expenses, asset and liabilities in order to meet their short, medium and long term financial objectives, ultimately, allowing them to make strong, informed decisions.

This position will be expected to promote, upsell and cross sell our full range of lending and investment vehicles with emphasis on consumer loans, mortgages, lines of credit, deposit and investment vehicles and sundry services. The FSR will actively pursue member’s business through call lists to ensure members are using all of our products and services and make qualified referrals to the Wealth Management Department by spotting opportunities through member inquiries or conversation.

• Make necessary entries to banking system to set up credit and investment products.
• Perform annual reviews of line of credits, mortgages and investments that are up for renewal and contacts members.
• Conduct follow up on delinquent accounts and maintains systematic collection procedures for early identification of problem accounts and initiates or recommends appropriate action to minimize risk.
  

Why work at YNCU?

YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support.

- Competitive Compensation, Incentive Programs and Benefits
- 35-hour work week
- Up to 7% matching pension
- Benefits are 100% paid for by YNCU
- Employee and Family Assistance Program
- Training and Development Opportunities
- Community Sponsored Events Employee Volunteer opportunities
- Fun Squad
- Free banking account
- Discounted Employee Rates

What we are looking for

• University or College degree or diploma, preferably in Business or equivalent work experience along with a minimum of three years of related experience in a financial institution
• Proficient in Microsoft Office Suite, YNCU’s systems and job-related software
• Proven collaboration, time management and problem-solving skills
• Willingness and ability to work in a learning environment and upgrade their education and skills to effectively perform functions of the role
• Provide exceptional member and internal client service in every interaction and at every touchpoint
• Ability to maintain confidentiality of sensitive and proprietary information
• Must be bondable
  

To be considered for this opportunity please submit resume and cover letter to careers[@]yncu.com.

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers{at}yncu.com

Job Types: Full-time, Permanent

Apply Now