Financial Sales Agent jobs

Company Overview

1st Choice Savings is a full-service financial institution and cooperative serving approximately 19,000 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $1 billion, 1st Choice Savings is a financially strong Credit Union with promising potential for growth. The organization follows a corporate purpose and guiding principles where the goal is to put the members' financial well-being first, above all else. For further information, please check out our website at www.1stchoicesavings.ca

Position: Financial Service Representative (Digital Business Unit, Full-Time)

The Financial Service Representative and is responsible for recognizing the needs of the members and thinking creatively to identify opportunities and solutions that are mutually beneficial to 1st Choice Savings and the members’ financial goals.

Location: Lethbridge, AB

What You’ll Do:

Engage and deliver the 1st Choice Savings brand promise by delivering a consistent brand experience to members:

• Follow the 1st Choice Onboarding activities to ensure consistent experience delivery with every interaction.
• Proactively manage and maintain regular communication with members to strengthen and grow their financial relationship by helping members manage their short to long term goals for deposit accounts, investments, and lending needs by providing general counsel, advice, and guidance as it aligns with their financial goals.
• Provide basic financial counselling to help members manage their budgets, plan for major expenses, and make informed financial decisions.
• Actively promote and cross-sell various suitable financial products and services aiming to increase the overall profitability of the credit union.
• Referring members to specialized experts within the credit union network such as Financial Advisors, Financial Planners, Account Managers, when more complex financial needs arise.
• Use the supporting tools available to help identify the member’s current financial situation, their future financial goals, and to support how the members can accomplish their future financial goals.
• Maintaining accurate and up-to-date records of member interactions, transactions, and account information through the appropriate systems such as a CRM, banking floor system, and financial discovery tools.

Focus on Business Development initiatives that will align with the corporate strategy and brand promise:

• Review and update existing credit and loan files in a timely fashion and utilize this as an opportunity to provide value-added information, advice, and recommendations.
• Generate and develop new memberships to increase revenue by outbound calling, attending networking functions, and creating a referral base through centers of influence or existing membership base.
• Promote and maintain awareness of 1st Choice Savings in your community and network. Participate in any development activities to ensure the success of the branch and the organization.
• Maintain appropriate record keeping ensuring year end goals are met, i.e. Pipelines, goal tracking, maintaining calendar bookings, etc.
• Develop and maintain strong relationships with center of influences, management, members, and the community.
• Manage risks within the standards of sound business practice and comply with the legal and regulatory requirements.

Who You Are:

Our ideal candidate will have the following:

• Post-secondary education in commerce or finance, or an equivalent combination of education and experience.
• Self-motivated individual, highly organized, and able to work independently while staying connected and responsive to the team during regular working hours.
• 1-3 years of experience in the financial services; previous experience in lending and investments would be a strong asset.
• Has a high standard of integrity when dealing with members by taking a member-centric approach, following through on commitments, respecting privacy and confidentiality, ethical decision-making, taking ownership, and conveying genuine empathy and understanding towards member concerns and needs.
• Highly flexible with strong interpersonal skills to work effectively in a diverse environment. Ability to deal with people sensitively, tactfully, diplomatically, and professionally always.
• Commitment to ongoing training and development to stay informed about organizational and industry changes, regulations, and ethical standards.

What We Offer:

• Competitive compensation and benefits.
• Professional development and training opportunities.
• A collaborative, member-first, community-focused culture.

We thank all candidates for their interest, however only those candidates selected to be interviewed will be contacted.

Job Type: Full-time

Benefits:

• Company pension
• Dental care
• Extended health care
• Life insurance

Application question(s):

• Are you an active employee working at 1st Choice Savings?
• Are you legally authorized to work in Canada?

Work Location: In person