Union is searching for a Financial Services Officer (FSO) experienced in providing complex credit and deposit
advice paired with the ability to identify and educate our members on the value
of our products and services, to join our growing team.
As a senior member of the branch team, the Financial
Services Officer provides leadership and expertise and works closely with
members on a day-day basis to deliver personalized solutions and maintain solid
As the Financial Services Officer, you will:
and nurture long-lasting relationships with current and potential members.
and understand the needs of members and provide financial advice and
recommendations on complex credit and deposit services.
the support of Wealth Management and Small Business advisors and other internal
partners to meet the member’s needs.
and exceed individual and team based business goals through the application of
proactive sales techniques and sales management activities.
an effective pipeline of future business opportunities; establish and work an
annual sales and marketing plans that include targeting member segments,
applying prospecting tactics, utilizing referral networks and sales activity
a full range of member transactions including, but not limited to: opening
accounts, debit/credit cards, deposits, lines of credit, mortgages, personal
and/or investment loans and related insurance products.
What this role requires of you:
secondary degree, diploma or certificate in business, or equivalent business
2 years of job related experience, or an equivalent combination of education
experience delivering financial advice on complex credit and deposit services
considered an asset
in PC applications of Outlook, Word & Excel
thinker who analyzes information and uses logic to address issues, problems and
to work well in an environment with multiple and often changing priorities
we offer you in return:
salary, career progression and professional development, community involvement
opportunities and comprehensive benefits package including a pension plan.
How to apply:
submit your application to https://cambrian.easyapply.co/. Your resume
and cover letter must clearly illustrate how you meet these qualifications.