Job Posting Details

Financial Service Associate , Beaumont Credit Union

Location:Beaumont, Alberta
Posting Date:December 29, 2017
Closing Date:until filled
Web Site:www.beaumontcu.com
Employment Type:Full-time

An exciting internal opportunity exists, for an experienced Financial Service Associate (FSA), to join Beaumont Credit Union.  Located in Beaumont, Alberta (10 minutes south of the City of Edmonton) Beaumont Credit Union is a full service open bond Credit Union serving Beaumont and surrounding area residents - assets $231 million, loans $179 million, deposits $210 million, staff of 33.

At Beaumont Credit Union our culture is based on the foundation of Service Leadership.  Our approach is to deliver excellent experiences to employees, to ensure our employee engage our members, based on their goals and interaction preferences with the end goal of increased member satisfaction, loyalty and advocacy.

Under general direction, the FSA is the primary Brand Ambassador for Beaumont Credit Union.  This role delivers an exceptional "Service Leadership" experience to our members by providing guidance and service for all their everyday banking needs.  The people in this role are the "face" of Beaumont Credit Union.  They must be well informed of every product and service offering and they must know who the member needs to talk with in order to provide the highest level of Service Leadership.

Technical Know How

  • Process deposits & withdrawals (including term deposits), payments, US Drafts, credit card advances, calculation of foreign and domestic exchange.
  • Process requests for account updates, balances, cheque orders and deposit history.
  • Open new personal savings and chequing accounts; refer business accounts to Business Banking Associate.
  • Refer to Account Manager or Financial Services Officer, member appropriate loan, authorized overdraft or mortgage application requests.
  • Deliver, or refer to Account Manager, Financial Services Officer or Wealth Manager member appropriate investment services and products such as TFSAs, RRSPs, RRIPs, mutual funds, etc.

Problem Solving

  • Guided by established standards and practices.
  • Work is varied and occasionally complex.

Accountability

  • Variation in work routines and sequences.
  • Works under general direction.
  • Tasks generally completed on a weekly basis.
  • Normal judgment and decision making required in choosing among a wide variety of guidelines.

Must Have skills and abilities

  • Grade 12 or equivalent.
  • Comfort and ability to work with a high level of detail/accuracy.
  • Ability to work in a fast paced changing environment.
  • Proficient use of Microsoft Suite (Word, Excel, Outlook).
  • Two to four years of job-related/industry experience.

 

Interested candidates please provide a cover letter and resume to:

Cindy Bennett, VP, Human Resources, Marketing & Communications

cbennett@alberta-cu.com

 

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