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Digital Customer Consultant, Financial Services H/F

Windsorfamily
Windsor, ON
Contract
Experienced
Posted 24 days ago This job may expire soon!

We are better than a bank. WFCU Credit Union is a leading, progressive and expanding financial organization. The Financial Services Representative is responsible for providing excellent service to our membership. As a Financial Services Representative, you will: 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 Investment Shares, 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. Comply with established policies, guidelines, and procedures. Excellent customer service and communication skills. A minimum of three years of professional experience in financial services and a sound understanding of the lending process is considered an asset. We are committed to the communities that we serve and if you're likeminded, we can't wait to hear from you. WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. Working at WFCU Credit Union For the fourth consecutive year, WFCU Credit Union has been certified as a Great Place to Work, as well as repeatedly having been named one of the Best Workplaces in Canada. Be part of a team committed to providing members with a high level of service while making the communities we serve the best places to live and work. As an employee of WFCU Credit Union, 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 Credit Union's success. Our industry-leading compensation package includes comprehensive benefits and training programs plus a fantastic wellness program with several distinctive perks. About WFCU Credit Union WFCU Credit Union is a leading, progressive financial organization headquartered in Southwestern Ontario. Proudly serving residents, community organizations, small businesses, commercial entities, and public institutions for over 80 years, WFCU Credit Union is the sixth-largest credit union in Ontario and 21st largest credit union in Canada. With nine retail locations in Windsor-Essex as well as three retail locations in the Waterloo Region through ECU – A Division of WFCU Credit Union and one digital entity, Omnia Direct, we pride ourselves on serving the individual needs of over 65,000 members.