Financial Advisor – Member Contact Centre

connectFirst Credit Union

full-time

Posted on:

Location Type: Remote

Location: Canada

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About the role

  • 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

Requirements

  • At least 2 years of successful sales experience with measured targets, preferably in customer service or retail banking
  • High school diploma
  • Call centre experience (valuable asset)
  • Post-secondary education in Finance (or related studies) (valuable asset)
  • Flexible schedules for day, evening, and weekend shifts
Benefits
  • Competitive compensation including performance-based incentive pay and profit share
  • Training & Development Opportunities
  • Career Advancement Potential
  • Flexible work options
  • Meaningful work towards individual and corporate goals
  • Opportunities to get involved and give back through an employee volunteer program
  • Employees are also members, benefiting from profit sharing and financial services
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales techniquesnegotiation skillscustomer servicetechnical inquiriesonline bankingmobile bankingcall quality standards
Soft Skills
member servicecommunicationproblem-solvingproactiveflexibility
Certifications
high school diplomapost-secondary education in Finance