Financial Advisor – Member Contact Centre

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

📋 Description

• Cultivate long-lasting relationships with members while establishing trust.

• Provide tailored financial solutions to meet member needs.

• Achieve and surpass daily sales goals through relationship building, open-ended inquiries, and identifying member requirements.

• Meet and exceed business development objectives through incoming member interactions.

• Generate proactive loan volumes, deposit growth, new memberships, and chequing account opportunities.

• Respond to member questions and deliver outstanding service via inbound calls, emails, chat, SMS, and video communications.

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

• Identify and pursue sales opportunities, aligning members with appropriate products and services.

• Assist members with technical questions and requests related to online and mobile banking.

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

• Report directly to the Team Lead.

⛳️ Requirements

• Minimum of 2 years of proven sales experience with measurable targets.

• Ideally, experience in customer service or retail banking.

• High school diploma required.

• Candidates must currently reside in Alberta.

• Flexible availability with commitments to day, evening, and weekend shifts.

• 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 are essential.

• Excellent negotiation skills.

• Capability to close sales effectively.

• Professional telephone etiquette.

• Strong multi-tasking capabilities.

• Ability to assist with technical inquiries related to online and mobile banking.

• Must successfully pass a criminal background check, reference check, and credit check to qualify for employment.

• Alignment with the cooperative values of Servus Credit Union.

🏝️ Benefits

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

• Opportunities for training and development.

• Potential for career advancement.

• Flexible work arrangements.

• Meaningful contributions towards personal and corporate objectives.

• Opportunities to engage and give back through an employee volunteer program.

• Health and wellness benefits.

• Vacation programs.

• Retirement savings plans.

• Credit union member benefits including profit sharing, voting rights for the board of directors, and access to all financial services.

• An inclusive, equitable, and accessible workplace.

• Accommodations are available at every stage of the hiring process upon request.