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Financial Services Associate

WFCU Credit Union -
Windsor, ON

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Détails du poste

Permanent | Temps plein
De 43 000 $ à 67 000 $ par an

Profil recherché

Investissement
Recommandation de produits
Vente
Études postsecondaires
Finance
Service à la clientèle
Orientation vers les ventes
Orientation axée sur le service à la clientèle
Sens de l'organisation
Soutien à la clientèle
Services financiers
Compétences en communication

Description complète du poste

An exciting and immediate career opportunity is currently available at WFCU Credit Union for a:

Financial Services Associate

The Financial Services Associate is responsible for providing excellent service to our members.

Position Type: Vacant Position

Salary Range: $43,000 – 67,000

In summary, the Financial Services Associate will

Contribute to the success of the retail location through the achievement of established sales goals and objectives.
Provide quality service to our members by assessing their needs and identifying credit union products and services to best meet those needs.
Increase service relationships held by members to meet established targets.
Promote and process investments including GICs, RRSPs, RRIFs and TFSAs.
Promote and process lending products including personal loans, lines of credit, overdraft protection and applicable insurances.
Promote and process Visa applications within prescribed guidelines.
Promote and process accounts and sundry services to meet established targets.
Participate in campaigns in the retail locations.
Process over the counter financial transactions.
Comply with established policies, guidelines and procedures.
Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

Completed post-secondary education
Excellent communication and customer service skills
Strong attention to detail and organizational skills while working in a fast-paced environment

These additional skills are considered assets too:

Prior experience within the financial services industry

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of: [email protected]

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

Working at WFCU Credit Union

For the seventh consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly been named one of the Best Workplaces in Canada™. Joining WFCU means you will be part of a team committed to providing members with a high level of service, while also supporting the communities we serve to be the best places to live and work.

As an employee of WFCU, you'll have the opportunity to work in a positive, goal-driven, and professional environment. Our award-winning HR philosophy to "hire the best, treat them well, and see them stay" is a point of pride and a key factor in our employees' success and WFCU’s success.

We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs, plus a fantastic wellness program with several distinctive perks. A few highlights include:

An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more!
Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
A bank of up to 10 annual personal days, as well as 13+ paid holidays.
A voluntary RRSP matching program at 5% of an employee’s annual salary.

Experience our Employee Advantage Program which demonstrates our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration!

It's an exciting time to join our team. To find out more, apply today!

About WFCU Credit Union

WFCU Credit Union is a leading progressive financial institution headquartered in Windsor and Essex County since 1940. Proudly serving Ontario residents, community organizations, small businesses, commercial entities, and public institutions for over 84 years, WFCU is the sixth-largest credit union in Ontario, and the 20th largest credit union in Canada.

Together with its retail divisions, Rapport, ECU, and Health Care, WFCU operates 24 branches across Ontario from Thunder Bay to Kingston, Toronto to Windsor, and numerous smaller communities in between. WFCU’s 80,000+ members can bank anytime, anywhere through a variety of service channels, including online and mobile banking, live telephone banking, and ATM services.

Job Types: Full-time, Permanent

Pay: $43,000.00-$67,000.00 per year

Application question(s):

Do you know anyone who works at WFCU Credit Union?
What are your salary expectations?

Work Location: In person

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