Financial Advisor, Member Contact Centre

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connectFirst Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2014

🏦 Banking

💸 Finance

Banking • Finance

connectFirst Credit Union is a Canadian credit union providing retail and business financial services, including chequing and savings accounts, credit cards, mortgages, personal and commercial loans, investment products (GICs, wealth management), and insurance. It operates branch and digital banking channels, serves personal, small business, agri-business, commercial and non-profit clients, and emphasizes community-focused programs and member rewards. The organization highlights customer service, local presence, and financial products aimed at helping members save, borrow, invest and protect their assets.

📋 Description

• Develop long term relationships with members, building trust, and delivering customized financial solutions • Answering member inquiries and provide exceptional member service via inbound calls, emails, chat, SMS, video calls • Demonstrating excellent sales techniques, strong negotiation skills, and the ability to close deals • Providing consistently fantastic member experience by adhering to standards and guidelines • Proactive in identifying and pursuing sales opportunities • Assisting members regarding technical inquiries or requests related to their online and mobile banking needs • Participating in individual, Contact Centre, and corporate campaigns while adhering to call quality standards

🎯 Requirements

• At least 2 years of successful sales experience with measured targets, preferably in customer service or retail banking • High school diploma • Call centre experience (valuable asset) • Post-secondary education in Finance (or related studies) (valuable asset) • Candidates with flexible schedules preferred as the position requires day, evening, and weekend shift commitments

🏖️ Benefits

• 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 • Additional benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services provided