Wealth Associate

An exciting opportunity exists, for an experienced Wealth Associate to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, staff of 35. At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Wealth Associate is an IIROC licensed member of the dynamic wealth team led by the Director Wealth and plays an integral role in the delivery of superior personalized service to our high net worth member owners. The primary accountability of the role is to assist the Director of Wealth with their day to day administration, sales, and service in an efficient and effective manner thereby allowing vital contact time with members. This position ensures that proper documentation has been completed correctly, processing its delivery in a timely manner with the appropriate follow up. You will assist in the completion of financial plans, annual reviews and identify additional opportunities to refer business back to retail, business banking, and other areas of ABCU. The Wealth Associate is licensed and maintains a high level of knowledge relating to our products and services, sales processes and compliance, and is able to execute trades. As an assistant, you strive for excellence in communication and organization, as you play a vital role in enhancing the member experience and the growth and profitability of our Credit Union by:

  • Assisting the Director of Wealth by supporting the delivery of the full financial planning experience to high net worth ($100,000+) members using the CFP’s six steps of financial planning through an understanding of processes, systems, and documentation required. Accurate and timely completion of required documentation including: account opening, transfers, trades, and tracking.
  • Set up appointments for Director of Wealth client meetings and confirm appointments.
  • Represent ABCU, build relationships and proactively build business in the communities we serve.
  • Respond to all members, team and partner enquiries promptly and proactively providing professional, friendly, competent and courteous service at all times. The licensed Wealth Associate is able to execute trades in line with risk objectives for members.
  • Respond to all portfolio member complaints with follow up on issues/opportunities as required, ensuring member complaints are handled in accordance with our service standards, escalating issues when necessary.
  • Maintain up to date Financial Planning and investment industry knowledge by participating in training programs/industry courses to upgrade skills, obtain, and maintain accreditation and licensing requirements as applicable
  • Assist the Director of Wealth to achieve or exceed assigned sales and referral goals in growth of the book of business, revenue, asset gathering, tracking & reporting of referrals, and support in referrals to internal partners – retail, business banking and other channels as appropriate

Experience Required

  • High School Diploma
  • Finance related post-secondary is an asset.
  • IIROC License
  • Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH)
  • Completion of Wealth Management Essentials (WME) within 3 years
  • Minimum 2 years’ experience in the wealth industry; including securities and compliance
  • Knowledge of financial planning, products, policies, procedures, and operations
  • Solid administration, sales support, and organizational skills
  • Thorough understanding of financial products and services

Interested candidates please provide a cover letter, salary expectations and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified

Member Service Associate

An exciting opportunity exists, for a Member Service Associate to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, staff of 35. At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Member Service Associate is the primary Brand Ambassador for ABCU. This role provides enthusiastic and responsive member service on all transactional deposit and account services including being digital experts in electronic banking products, online banking enrollment, online bill paying services and mobile banking services. This role works with the Supervisor, Branch Experience to create the in-branch member experience through campaigns, and by ensuring the branch is representative of the credit union vision and strategy.

Ownership & Accountability:
Use your strong technical and interpersonal skills to support the member experience by:
• Representing ABCU in a courteous and professional manner.
• Complete and process member requests for transactional services, such as deposits, withdrawals, payments and resolving discrepancies, and answering questions.
• Educate and set up members on online banking, mobile banking, and bill payments.
• Verbally navigate and educate members through the internet banking site.
• Analyze and resolve problems quickly while communicating effectively and documenting responses.
• Troubleshoot and resolve banking issues with emphasis on member service and problem resolution.
• Perform data entry and other tasks required for the administration and processing of banking transactions and the maintenance of account records. Second-day review of banking reports.
• Develop and maintain an in-depth knowledge of products, services, department procedures and policies, and regulations to ensure accurate handling of member inquiries.
• Strengthen relationships through education of ABCU products and services to maximize retention and income generation.
• Control losses by following policies and procedures.
• Comply with all regulatory rules and regulations, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Maintain and balance cash drawer and reconcile discrepancies.
• Keep a clean, organized work area and professional appearance.
• Perform any additional duties and tasks assigned by management.

Experience Required
• High School diploma or equivalent.
• Minimum 6 months customer service & banking experience.
• Good written and oral communication skills.
• Strong knowledge of technical functions of self-service banking, mobile banking and internet banking.
• Comfort and ability to work with a high level of detail/accuracy.
• Must be comfortable in a changing environment and master new products and services quickly.
• Decision making skills to support the member experience.
• Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
• Excellent service, interpersonal, organizational and team work skills.

Interested candidates please provide a cover letter, salary expectations and resume to:
Janavi Corson
jcorson@abcu.ca
ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.
Closing date: This position will remain vacant until a suitable candidate is identified.

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