Customer-Focused Financial Representative (St. Catharines)

Customer-Focused Financial Representative (St. Catharines)

06 Aug
|
Firstontario Credit Union
|
St. Catharines

06 Aug

Firstontario Credit Union

St. Catharines

Become a Customer-Focused Financial Representative at FirstOntario, committed to meeting members' financial needs with exceptional service. Cultivate relationships while providing tailored advice and product recommendations. As a key member of our team, your goal will be to enhance member experience across multiple branches.

You will proactively identify financial solutions and drive business development to ensure FirstOntario remains the primary financial institution for our members. Your success will be measured by your ability to meet targeted outcomes while upholding our service standards. Key Responsibilities:

- Uncover needs of members to offer suitable products
- Manage proactive outreach for business development
- Enhance member wallet share through offerings
- Use MRM to track engagement and opportunities
- Meet personalized goals for member portfolios Requirements:
- Grade 12 diploma or equivalent
- Minimum 3 years in a bank or credit union setting
- Solid knowledge of financial services
- Effective communication and teamwork skills
- Self-directed with a positive approach Utilize your sales and service skills to create valued member experiences at FirstOntario.

📌 Customer-Focused Financial Representative (St. Catharines)
🏢 Firstontario Credit Union
📍 St. Catharines

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