Financial Advisor, Member Contact Centre

This is a fully remote position, open to applicants in Canada.

📋 Description

• Cultivate long-term relationships with members by establishing trust and providing tailored financial solutions.

• Respond to member inquiries and deliver outstanding service through various channels including inbound calls, emails, chat, SMS, and video calls.

• Exhibit exceptional sales techniques along with strong negotiation skills and the capability to close deals effectively.

• Ensure a consistently excellent member experience by following established standards and guidelines.

• Take initiative in identifying and pursuing sales opportunities proactively.

• Assist members with technical inquiries or requests related to their online and mobile banking services.

• Engage in individual, Contact Centre, and corporate campaigns while maintaining adherence to call quality standards.

⛳️ Requirements

• A minimum of 2 years of proven sales experience with measurable targets, ideally in customer service or retail banking.

• High school diploma is required.

• Experience in a call center is considered a valuable asset.

• Post-secondary education in Finance or related fields is a valuable asset.

• Candidates with flexible schedules are preferred, as the role necessitates day, evening, and weekend shift commitments.

🏝️ Benefits

• Competitive compensation package that includes performance-based incentive pay and profit sharing.

• Opportunities for training and development.

• Potential for career advancement.

• Flexible work arrangements available.

• Engage in meaningful work that contributes to both personal and corporate objectives.

• Opportunities to participate in community service through an employee volunteer program.

• Additional advantages of credit union membership, such as profit sharing, voting rights for the board of directors, and access to a full range of financial services.