Financial Advisor – Member Contact Centre
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Job Description
Financial Advisor providing exceptional service via calls, chat, and inquires at Servus Credit Union. Fostering member relationships and delivering customized financial solutions.
Responsibilities:
- 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
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