connectFirst Credit Union

Financial Planning and Analysis

• Answering member inquiries and provide exceptional member service via inbound calls, emails, chat, SMS, video calls
• Demonstrating excellent sales techniques, strong negotiation skills, and the ability to close deals
• Providing consistently fantastic member experience by adhering to standards and guidelines
• Proactively identifying and pursuing sales opportunities for members
• Assisting members with technical inquiries related to their online and mobile banking needs
• Participating in individual, Contact Centre, and corporate campaigns while adhering to call quality standards

Financial Advisor – Member Contact Centre