Financial Services Representative Jobs

Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial services marketplace of Ontario we are excited to announce that we are currently seeking aFinancial Services Representativefor our North Bay location.

Reporting to the Branch Manager, theFinancial Services Representativewill be responsible for marketing the organization’s products and services within clearly defined policies and procedures. Promotes, up-sells and cross-sells the complete range of lending and investment vehicles with an emphasis on consumer loans, mortgages, credit card products, lines of credit, deposit and retail branch term investments.

The Financial Services Representative acts as a resource for opening new member accounts and for actively soliciting membership growth opportunities by following up on incoming credit checks, staff referrals, sales initiatives and member client inquiries.

They must excel at working towards a standard of excellence and striving towards reaching and exceeding goals as a self-starter and also in support of their team.

Preferred candidates will possess the following qualifications:

• Two years in Lending/Investment/Advisory environment, including exposure and proven track record of meeting individual targets of supporting sales activities.
• A commitment to continuous learning within the scope of the duties to keep pace with changes relative to the job function, including, but not limited to, technology, processes, policies and product knowledge.
• High school diploma and equivalent banking or sales experience.

Starting Wage: $24.10

Deadline for Applications: July 7, 2023

We thank all applicants – however only those selected for an interview will be contacted.

Northern Credit Union is an equal opportunity employer. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.