Job Posting Details

Advisor, Salmon Arm Savings and Credit Union

Location:Salmon Arm, British Columbia
Posting Date:January 14, 2020
Closing Date:until filled
Web Site:www.sascu.com
Competition:HR2020.005
Employment Type:Full-time / Permanent

Create your future at SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We also believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Advisor at our Uptown Branch, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

As the successful candidate for the role of Advisor, you will:

  • Advise members on a full range of deposit and investment products (including new personal and business accounts, cards, term deposits, registered products), and associated services for an assigned portfolio;
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products);
  • Interview loan applicants, analyze financial information, assesses credit relating to loan requests, make recommendations to Centralized Credit;
  • Service and manage estate accounts within an assigned portfolio;
  • Undertake assigned administrative duties including regular and ad hoc reporting, audits and preparing routing correspondence;
  • Perform front line duties as required;
  • Take personal responsibility for delivery of the SASCU Member Experience and contributes to the team creation of a warm and welcoming environment.

EDUCATION, TRAINING AND EXPERIENCE:

One year of post-secondary education or equivalent, plus 2-4 years financial services experience is required. A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.

The ideal candidate will demonstrate the following competencies:

  •  Demonstrated sales skills – promoting and selling financial products and services;
  •  Knowledgeable and enthusiastic about SASCU;
  • Strong organizational and time management  skills;
  • Excellent communication and interpersonal skills;
  • High level of ownership, accountability and initiative;
  • Commitment to continuous learning and self-development;

This position provides an excellent opportunity for a community minded individual to further their career within a successful and growing organization. SASCU is a community-based, financial co-operative, which offers a full range of insurance, banking and financial services. As of November 2019, SASCU is owned by more than 19,000 members with total assets of over $800 million.

This is a Monday to Saturday position (shift to be determined).