Financial Advisor – Member Contact Centre

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🕒 Setembro 15

🇨🇦 Canadá – Remoto

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💸 Planejamento e Análise Financeira (FP&A)

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 10%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of connectFirst Credit Union

connectFirst Credit Union

501 - 1000 funcionários

Fundada em 2014

🛡️ Seguros

🏦 Bancário

💸 Finanças

Insurance • Banking • Finance

A connectFirst Credit Union é uma cooperativa de crédito canadense que oferece serviços financeiros para pessoas físicas e empresariais, incluindo contas correntes e de poupança, cartões de crédito, hipotecas, empréstimos pessoais e comerciais, produtos de investimento (GICs, gestão de patrimônio) e seguros. A empresa opera por meio de agências e canais de bancos digitais, atende clientes pessoas físicas, pequenos negócios, agroempresas, empresas comerciais e organizações sem fins lucrativos, e enfatiza programas focados na comunidade e recompensas para membros. A organização destaca o atendimento ao cliente, presença local e produtos financeiros voltados para ajudar os membros a economizar, emprestar, investir e proteger seus ativos.

Descrição

• Develop long-term relationships with members and build trust • Deliver customized financial solutions • Meet and exceed daily sales targets through rapport-building, open-ended questions, and identifying member needs • Achieve and exceed business development targets through inbound member conversations • Generate proactive loan dollars, deposit growth, new memberships, and chequing account opportunities • Answer member inquiries and provide exceptional service via inbound calls, emails, chat, SMS, and video calls • Provide a consistently excellent member experience while adhering to standards and guidelines • Identify and pursue sales opportunities matching members with suitable products and solutions • Assist members with technical inquiries and requests related to online and mobile banking • Participate in individual, Contact Centre, and corporate campaigns while adhering to call quality standards • Report to the Team Lead

🎯 Requisitos

• At least 2 years of successful sales experience with measured targets • Preferably experience in customer service or retail banking • High school diploma • Candidates must be currently residing in Alberta • Flexible schedule with day, evening, and weekend shift commitments • Ability to work rotational shifts including days, evenings, weekends, and holidays • Availability for scheduled hours between 6:00 AM and 10:00 PM • Strong sales techniques • Strong negotiation skills • Ability to close deals • Professional telephone manner • Strong multi-tasking abilities • Ability to assist with online and mobile banking technical inquiries • Must successfully pass a criminal background check, reference check, and credit check to qualify for hire • Alignment with Servus Credit Union’s cooperative values

🏖️ Benefícios

• Competitive compensation including performance-based incentive pay and profit share • Training & Development Opportunities • Career Advancement Potential • Flexible work options • Meaningful work towards individual and corporate goals • Opportunities to get involved and give back through an employee volunteer program • Health and wellness benefits • Vacation programs • Retirement savings programs • Credit union member benefits including profit sharing, voting for the board of directors, and access to all financial services • Inclusive, equitable, and accessible workplace • Accommodations available during every stage of the hiring process upon request

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