Customer Focused Financial Representative St Catharines (Canada)

Customer Focused Financial Representative St Catharines (Canada)

08 Aug
|
FirstOntario Credit Union
|
Canada

08 Aug

FirstOntario Credit Union

Canada

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 prospects
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 (Canada)
🏢 FirstOntario Credit Union
📍 Canada

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