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Job Description
Position Vacancy
Job Title: Financial Service Representative
Job Status: Regular Full-Time – One (1) Vacancy
Primary Location: Limeridge Branch
Introduction
Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a fast-paced environment? If so, a position as a Senior Financial Services Representative at Healthcare and Municipal Employees’ Credit Union (HMECU) could be the perfect fit for you.
Company
HMECU has been serving our healthcare, municipal, fire and police community for 89 years! We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union, and we are looking for individuals that share in our vision and purpose. We take pride in the service we provide to our members and are looking for an enthusiastic and passionate candidate to join our branch team.
Our Purpose
We care for the financial needs and wellbeing of our members so you can focus on what matters most.
Job Purpose & Summary
As a Financial Service Representative, you will play a crucial role in providing exceptional service to our members, assisting them with their financial needs and helping them achieve their financial goals. Your ability to adapt, your proactive approach and commitment to excellence will be key to your success. The Financial Service Representative plays a critical role in achieving the goal of the organization by building strong and long lasting member relations through providing members with exceptional services.
Skill Requirements
Required Experience:
- Post Secondary education in finance or business preferred;
- 3 years of equivalent work experience in a financial services sales’ environment with a proven track record in sales;
- Self-starter that has an independent mindset and proactively provides service to our members;
- Knowledge of DNA banking system strongly preferred;
- Ability to discuss recommendations based around investments in Non-Registered and Registered Products
- Ability to provide professional advice and education with an ability to address credit and investment needs.
- Superb member service skills, including dealing with difficult member situations;
- Must be bondable.
What you’d be doing:
- Understanding members' financial needs and offering appropriate solutions via phone, email, and in person while actively participating in revenue generation through sales to meet performance objectives.
- Within approval limits, approve or provide recommendations on products and services including new accounts, loans, mortgages, lines of credit, investment products, MeritLines, and insurance.
- Follows up with delinquencies and other correspondences, as required, including loans, LOCs, mortgages and MasterCard.
- Responsible for holding estate meetings ensuring completion and closure from document intake to account creation.
- Reconciles, daily, new loan reports and verifies daily loans to ensure that all documents pertaining to the loan are properly filled out and the information is inputted on DNA and LOS correctly;
Other Duties and Responsibilities as may be assigned
Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so that arrangements can be made.
We thank all applicants for their interest, however, only those selected for an interview will be contacted.
Job Type: Full-time One (1) Full – time vacancy
Primary Location: Limeridge Branch
Hours of Work: 35 hours per week
Hourly Rate: $28.06
Benefits: YES. At HMECU we offer a very comprehensive Benefits Package. 100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program.
Pension: 7% Employer Contribution to our Defined Contribution Pension Plan