Employment status: Full-time (37.5 hours per week)
At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that’s true to our co-operative principles. You’re our member, not a number. We’re your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, we’ve grown to become one of Alberta’s leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.
As we come together as one amalgamated Credit Union, this internal opportunity is available to all employees from both Legacy Servus and connectFirst Credit Union. With more heart and more smart, we’re greater together.
We're currently looking for a Mobile Financial Experience Advisor to join the legacy connectFirst Langdon Branch!
The Mobile Financial Experience Advisor role is responsible for providing current and potential members with a variety of meaningful services related to the promotion and sales of deposit, loan, and investment products and services, while pursuing other sales opportunities that are right for every member. This role also provides a variety of routine cash related service to members with courtesy and accuracy.
Your home branch will be the Langdon Branch and you will be required to travel to the following locations: (Strathmore, Chestermere & supporting areas)
*Due to the nature of this role, interested candidates must hold a valid driver's license and own a reliable vehicle.
Key Accountabilities:
Attract new members and generate business opportunities for the credit union. Supports the achievement of annual branch goals and objectives through proactive promotion of our credit union's products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or non-members. Conducts interviews with members and provides information on the full range of loan, and deposit products and services to recommend tailored solutions to meet their needs and further relationships. Actively seeks sales opportunities to achieve individual sales and profitability goals with current members, new member prospects, or through obtaining referrals from existing relationships to assist in building the existing book of business. Maintains a solid working knowledge and understanding of all credit union products and services in order to foster business development through service excellence and product knowledge; remains current with procedural changes including new accounts, investments, loans and mortgages. Processes and completes member transactions such as RRSP, term deposit sales and withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange, cheque cashing, and electronic funds transfers. Makes recommendations and processes appropriate documentation associated with the sale of all credit union products based on policies and procedures; ensuring application of appropriate rates and service charges. Educates and demonstrates to members how to use other service delivery channels such as digital and self-serve, with the goal of making it easy. Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management’s absence. Exercises judgement to identify, diagnose, and solve problems within given rules; resolves problems with member accounts and refers unresolved situations to senior branch staff for further action. Reviews reports on new accounts and term maturities to identify variances and required action; refers problem areas to appropriate internal personnel for resolution. Conducts routine loan audits as directed by reviewing loan reports and identifying further action required to address problem areas and initiates action in accordance with established procedures. Acts as joint custodian on specified combinations; rents, controls and provides access to safety deposit boxes and maintains related records. Reviews and applies Risk Management policies and procedures and audit control standards in daily activities to ensure compliance and best practice standards to mitigate risk. Ensures all policies and procedures in daily activities to meet safety, legal and privacy requirements. Identifies and sets professional development plan goals; completes activities set out in the plan, influencing employee engagement and enablement. Actively participates in regular goal setting meetings and coaching sessions.