Customer-Focused Financial Representative Role (Alberta)

Customer-Focused Financial Representative Role (Alberta)

20 Aug
|
StellerVista Credit Union
|
Alberta

20 Aug

StellerVista Credit Union

Alberta

Join StellerVista Credit Union in Cranbrook, BC, as a Financial Services Representative, where member satisfaction drives every interaction. This full time role excels at connecting members to essential financial services.
As part of the Member Solutions Centre, your role combines personalized service with the achievement of sales goals. You'll utilize technology to address diverse member needs in deposits, lending, and investment services, supporting local economic initiatives. Your contributions towards service campaigns and team collaboration will enhance member experiences significantly.
Key Responsibilities:
• Foster member relationships through quality service
• Offer comprehensive retail financial services
• Manage overdrafts and credit lines within policy




• Engage in product and service promotional efforts
• Aid with estate administration tasks when necessary
Requirements:
• Secondary school diploma with at least 4 years experience
• Excellent communication skills, both verbal and written
• Understanding of credit union products and services
• Computer proficiency including Word and Excel
• Eagerness for yearly skill upgrades
Make a meaningful impact within your community at StellerVista Credit Union in an enriching financial role.
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📌 Customer-Focused Financial Representative Role (Alberta)
🏢 StellerVista Credit Union
📍 Alberta

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