Financial Services Representative at StellerVista (British Columbia)

Financial Services Representative at StellerVista (British Columbia)

02 Sep
|
Stellervista
|
British Columbia

02 Sep

Stellervista

British Columbia

Embark on a rewarding career with StellerVista Credit Union as a Financial Services Representative. This full-time role involves sales support and member relationship management across Kootenay and Boundary regions.

In this energetic position, you will provide outstanding service while achieving retail sales goals. Your responsibilities will include promoting credit union deposit and lending products, conducting loan interviews, and processing loan applications. You will work closely with non-portfolioed members, ensuring their financial needs are met through effective referrals and support.

Key Responsibilities:
• Provide exceptional service to credit union members
• Promote and sell deposit and lending products
• Conduct loan interviews for various loan types




• Process loan applications and maintain accurate records
• Assist in executing product and service campaigns

Requirements:
• Secondary school diploma and four years of related experience
• Knowledge of retail lending practices and procedures
• Strong communication and interpersonal skills
• Computer literacy in Word, Excel, and email programs
• Capacity to travel between Castlegar and Slocan Park branches

Contribute to community growth while enhancing member experiences at StellerVista Credit Union.
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📌 Financial Services Representative at StellerVista (British Columbia)
🏢 Stellervista
📍 British Columbia

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