Job Posting Details

Advisor - Developmental, Salmon Arm Savings and Credit Union

Location:Sicamous, British Columbia
Posting Date:October 29, 2018
Closing Date:until filled
Web Site:www.sascu.com
Competition:HR2018.054
Employment Type:Full-time / Permanent
HR2018.054 Advisor, Full Time 
Sicamous Branch 

An immediate opportunity exists at the Sicamous Branch for a motivated individual who would like to develop their skills and knowledge for progression to a Senior Advisor role. A full training plan tailored to the incumbent’s learning needs will be provided. 

If no qualified applicants for progression to the Senior Advisor role are identified, this role may be filled at the developing Advisor level. Applicants are asked to note their interest accordingly. 


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

The 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 Advisor will seek to understand what is important to each member and partner with them on their individual financial journey. These solutions may include loans, investments, 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 associated services for an assigned portfolio;
• Advise  members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products);
• Interview loan applicants, analyze financial information, assesses credit  relating to loan requests, make recommendations to Centralized Credit;
• Deepen member relationships through regular review, identification of opportunities and personalized contact with assigned portfolio;
• Service and manage estate accounts within an assigned portfolio;
• Undertake assigned administrative duties including regular and ad hoc reporting, audits and preparing routing correspondence;
• Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment for all;
• Perform front line duties  as required;
• Undertake other related duties to maximize the Member Experience. 

Education, Training and Experience:
One year of post-secondary education or equivalent, plus 2-4 years financial services experience is required. A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.
 
The successful applicant will also 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 September 2018, SASCU is owned by more than 19,000 members with assets of over $750 million under administration.

This is a Tuesday to Saturday position. This opportunity will remain open until filled.  To apply, please submit a cover letter and résumé to hr@sascu.com