Financial Experience Advisor

About connectFirst Credit Union

As a credit union, we're different than a bank - and we like it that way.

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.

We believe that banking is about more than money - it’s a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home. We invest meaningfully in the potential and well-being of our employees, and what matters most to our members. Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.

• Our mission: Make money make a difference.
• Our vision: Do what's right for every member.
• Our values: Think big, act local, take charge, and make it easy.

We’re committed to providing remarkable experiences to our members, our communities, and our employees, and we’re proud to be regarded as one of the best:

• Named among Canada’s Most Admired Corporate Cultures by Waterstone Human Capital
• Recipient of Canada’s Best Managed Companies award for 21 consecutive years
• $12.3 billion book of business (Deposits=45%, Loans=43%, Wealth Management=10%, Syndicated Loans=2%)
• 750 employees
• $585 million in Member's equity

Key Accountabilities:

• Delivers exceptional member service that builds trust through expertise, responsive service, and support to deliver what is right for every member, while balancing the interest of the credit union.
• Supports the achievement of annual branch goals and objectives through proactive promotion of CFCU’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.
• Actively seeks sales opportunities to achieve individual sales and profitability goals with current members, new member prospects, or through obtaining referrals from existing relationships.
• Maintains a solid working knowledge of all credit union products and services to foster business development through service excellence and product knowledge.
• 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.
• Mentors other branch employees in the understanding of lending and investment products and services.
• Exercises judgement to identify, diagnose, and solve problems within given rules; refers unresolved situations to senior branch staff.
• Reviews reports on new accounts and term maturities to identify variances and required action.
• Conducts routine loan audits as directed, reviewing loan reports and initiating action as necessary.
• Acts as joint custodian on specified combinations; rents, controls and provides access to safety deposit boxes.
• Reviews and applies Risk Management policies and procedures and audit control standards to ensure compliance and best practice standards.
• Ensures all policies and procedures in daily activities meet safety, legal and privacy requirements.
• Identifies and sets professional development plan goals; completes activities set out in the plan.

Experience

• 3 - 4 years experience in a customer service or administrative role.
• 1 - 2 years experience in retail banking with a demonstrated ability to build member relationships.
• 2 – 4 years in retail lending/credit.
• Basic lending experience.

Education

• Grade 12 diploma or equivalent.
• Completion of courses such as CUIC courses, Credit Union Service Representative Accreditation, etc.
• Working towards or completed a certificate, diploma, degree or designation program.
• Completion of Lender Accreditation Program (LAP 1 & 2) within 6 – 12 months of starting role.

Skills and Competencies

• Good computer skills; able to pick up new and existing programs quickly.
• Strong communication skills; both written and verbal.
• Good critical thinking, problem solving, analytical, organization and multi-tasking skills.
• Strong customer service orientation.
• Good influencing and negotiation skills.
• Strong attention to detail.
• Strong aptitude for numbers, with fast and accurate data entry skills.
• Good knowledge of the broader financial services industry and mortgage and retail lending market.
• Good financial literacy.
• Good investigative skills for uncovering member needs.

Qualified applicants are invited to apply online.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

For more information on Connect First Credit Union Careers, please visit https://www.ConnectFirstCU.com/Careers