Join StellerVista Credit Union as a Financial Services Advisor, supporting members in Kootenay and Boundary regions. This full time role focuses on building relationships and achieving sales objectives.

As a Financial Services Advisor, you will play a crucial role in providing tailored financial solutions. Your primary tasks will involve selling deposit and lending products and conducting detailed loan interviews. You will be responsible for processing applications and addressing member concerns efficiently. By fostering trust and accountability, you will enhance member experiences while contributing to the credit union's success.

Key Responsibilities:
• Engage and assist members with financial product inquiries
• Conduct comprehensive loan interviews for various services




• Process loan applications while ensuring compliance
• Manage loan files and administer estates when needed
• Collaborate with team members for improved service delivery

Requirements:
• High school diploma and minimum four years in financial services
• Familiarity with lending policies and procedures
• Excellent written and verbal communication skills
• Proficient with office software, including Word and Excel
• Willingness to travel to multiple branches

Elevate member financial journeys with your expertise at StellerVista Credit Union.
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📌 StellerVista Financial Services Advisor (British Columbia)
🏢 Stellervista
📍 British Columbia