What You'll Be DoingTo assist members in reaching Financial Comfort by developing a solid financial plan to efficiently manage members' income, expenses, assets and liabilities in order to meet the member's short-, medium- and long-term financial objectives by following a structured framework which enables members to make informed financial decisions and provide service and financial guidance through virtual channels and support lending and mortgage retention opportunities.DUTIES AND RESPONSIBILITIES:Promotes, upsells, cross-sells, and advises on the full range of lending and investment vehicles with emphasis on consumer loans, mortgages, lines of credit, deposit and investment vehicles and sundry services by actively soliciting growth membership opportunities and following up on staff referrals, sales initiatives, and member inquiriesResponsible for keeping current on all Learning and Development Courses, annual compliance, lending, investment, etc.Member inquiries and requests through virtual channels from membersRequirement target for member appointments dailyRequirement target for member outreach per dayActively pursue member's business through outbound calls and virtual channels, including marketing leads and member inquiriesProactively maintain regular communication with members through phone, email, video and other virtual channels to identify financial needs, lending opportunities and retention needs.Approves loans, mortgages and lines of credit using the authority limit outlined in the personal lending letter of authority and/or makes recommendations for approval/declines to the Retail Sales Manager / Branch Manager / Credit Management CommitteeEnsure follow-up and continued response to maintain excellent member experienceResponsible for opening and maintaining accounts offered by the credit union – for example Estates, Organizations,



and Registered/Non-registered products.Works closely with Credential Financial Strategies Insurance Advisor and Wealth Consultants and Advisors to provide the highest level of quality service consistent with CFCU's guidelines and policiesHow You'll SucceedDemonstrated ability to effectively problem- solve and make decisions as well as manage conflicting prioritiesProficient in Microsoft Office Suite, including Excel and Outlook as well as job related softwareStrong planning, organizational and time management skillsExcellent interpersonal, verbal, written and listening communication skillsCommunicate in a manner that is skilled, respectful, effective, and timelyAbility to work well independently and collaboratively as a team member and actively contribute to team successes across YNCUAbility to demonstrate integrity and build trust with others and remain open to ideasAbility to embrace and manage changeProvide exceptional member and internal client service in every interaction and at every touchpointBe self-motivated, resourceful and flexibleAbility to maintain confidentiality of sensitive and proprietary informationWhat we are looking forShould possess University or College degree or diploma, preferably in Business or equivalent work experience along with a minimum of three years of related experience in a financial institutionProficient in Microsoft Office Suite, and other job-related softwareKnowledge of banking products to include accounts, registered/non-registered investments, and all personal lending and mortgage productsProven communication, interpersonal, time management and superior customer service skillsWillingness to work in a learning environment, and the ability to upgrade education and skills to keep pace with changes in this job function and the financial industry.Must be bondableUnion: UniforJob Type: Full-timeDepartment: Virtual Enablement Team (VET)

📌 Financial Service Representative (Mississauga)
🏢 Your Neighbourhood Credit Union
📍 Mississauga