Job Posting Details

Senior Advisor, Salmon Arm Savings and Credit Union

Location:Sicamous, British Columbia
Posting Date:July 17, 2018
Closing Date:until filled
Web Site:www.sascu.com
Competition:HR2018.043
Employment Type:Full-time

HR2018.043 Senior Advisor, Full Time

Sicamous Branch, Sicamous, BC

Reporting to the Sicamous, Branch Manager and servicing an assigned portfolio, the Senior Advisor is responsible for deepening member relationships and uncovering members’ short and long term goals. The Senior Advisor will contribute to the team to achieve SASCU’s sales and advice objectives and deliver the SASCU Member Experience. 

The Senior Advisor will carry out the in-branch Service Delivery Guiding Principles:

  • Ensure that the member is at the centre of all we do
  • Create a warm and welcoming environment for the member
  • Enjoy yourself. Share your enthusiasm with the members
  • Take personal responsibility for the member experience

Guided by these principles, the Senior Advisor will seek to understand what is important to each member and partner with them on their individual financial journey. These solutions may include complex loans, investments, mutual funds or day-to-day products and services.

 

The successful candidate will be accountable to:

  • Advise members on a full range of deposit and investment products including new personal and business accounts, cards, term deposits, registered products, and mutual funds and associated services;  

  • Advise members personal and small business lending products and services including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products; 

  • Service and manage estate accounts within an assigned portfolio; 

  • Interview loan applicants, analyze credit information, assess credit and make recommendations to Centralized Credit; 

  • Identify and pursue opportunities within the assigned portfolio or through referrals; and when appropriate connects member to another member of the team to ensure all the member’s financial needs are met; 

  • Demonstrate a strong knowledge of the financial planning process by partnering with organizational specialists who can assist members with customized financial solutions; 

  • Take a lead role in various marketing promotions and other activities to build the membership base and have a positive impact on the community; 

  • Take personal responsibility for delivery of the SASCU Member Experience and contributes to the team creation of a warm and welcoming environment.

  • Undertake other related duties to maximize the Member Experience.

 

EDUCATION, TRAINING AND EXPERIENCE:

Two years post-secondary education or equivalent, plus 4-6 years progressive financial services experience including cash, investments and lending services. Must be registered as a mutual funds representative or be willing to enrol and successfully complete the Investment Funds in Canada (IFC) course within 90 days of attaining position. This expectation is a condition of employment for this role.

A strong sales record with an aptitude for business development and relationship building is required. Additional requirements include having an advanced understanding of credit union products and services, policies and procedures and branch and specialist roles.

The ideal candidate will demonstrate the following competencies:

Demonstrated sales skills – promoting and selling financial products and services;

  • Knowledgeable and enthusiastic about SASCU;
  • Strong organizational and time management  skills;
  • Excellent communication and interpersonal skills;
  • High level of ownership, accountability and initiative;
  • Commitment to continuous learning and self-development;
  • Acts according to SASCU’s Values, Service Standards and Leadership Competencies.

 

This position provides an excellent opportunity for a community minded individual to further their career within a successful and growing organization. SASCU is a community-based, financial co-operative, which offers a full range of banking and financial services. As of November 30, 2017, SASCU is owned by 19,269 members with assets of over $695 million under administration.

 

This is a Tuesday to Saturday position.

 

To apply, please mail or email a résumé at:

SASCU Credit Union

Human Resources

PO Box 868, 370 Lakeshore Drive NE

Salmon Arm, BC V1E 4N9

hr@sascu.com