Member Consultant Chatham
- Chatham-Kent, ON, Canada
- Chatham, ON, Canada
Salary Range: $53,122 to $73,042 annually. · Full-time
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Job details
- Pay
- Salary Range: $53,122 to $73,042 annually.
- Job type
- Full-time
- Apply by
- Experience
- 4 years office, credit union/ bank cash experience
- Posting language
- English
- Posted
Original job description
Why FirstOntario?
The Member Consultant role is responsible to provide relevant, timely and accurate financial advice to members to assist them in meeting their financial goals, and to become the financial institution of choice. Utilizing a team approach, the Member Consultant identifies sales opportunities and ensures these opportunities are fulfilled by utilizing the appropriate resources and teams.
Primary Duties And Responsibilities
Salary Range: $53,122 to $73,042 annually.
Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.
#FOSJ
- Competitive compensation packages
- Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
- Enhanced mental health benefits through SunLife and TELUS Health
- Exclusive banking benefits
- Up to $1000 per year towards professional development
- Pension Plan
- Flex-work environment
- Company-wide Employee Volunteer program (Blue Wave Program)
- Employee and Family Assistance Program
The Member Consultant role is responsible to provide relevant, timely and accurate financial advice to members to assist them in meeting their financial goals, and to become the financial institution of choice. Utilizing a team approach, the Member Consultant identifies sales opportunities and ensures these opportunities are fulfilled by utilizing the appropriate resources and teams.
Primary Duties And Responsibilities
- Responsible for achieving sales targets and goals as set out by the Branch Manager.
- Uncover and identify sales opportunities with members and prospective members.
- Actively solicit, follow up and cross sell products and services to members to increase share of wallet and ensure we are the primary financial institution of choice. Provide the right financial advice based on thorough understanding of their financial goals and develop a financial plan that meets their needs and provides increased business to FirstOntario.
- Utilize the sales cycle to optimize value for members and fully capture all sales opportunities including follow up. Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).
- Complete credit sales through to closure adhering to terms / conditions of the approval and Due diligence policies.
- Grade 12 or equivalent
- 4 years office, credit union/ bank cash experience
- A knowledge of the Financial Services Industry as well as active correspondence of competitors benchmarks and standards
Salary Range: $53,122 to $73,042 annually.
Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.
#FOSJ
More about this job
Responsibilities
Provide members and prospective members with timely, accurate financial advice and plans tailored to their goals. Achieve sales targets by identifying opportunities, cross-selling products and services, completing credit sales, and making qualified referrals to other teams.
Requirements
Requires Grade 12 or equivalent and four years of office, credit union, or bank cash experience. Candidates should understand the financial services industry and keep informed about competitors’ benchmarks and standards.
Skills
- Financial Advice
- Sales
- Member Service
- Financial Planning
- Cross-Selling
- Opportunity Identification
- Relationship Building
- Credit Sales
- Credit Due Diligence
- Product Knowledge
- Needs Assessment
- Referral Management
- Follow-Up
- Knowledge Of Financial Services
- Competitor Benchmarking
Benefits
- Competitive Compensation
- Health And Wellness Benefits
- Health Spending Account
- Personal Spending Account
- Enhanced Mental Health Benefits
- Exclusive Banking Benefits
- Professional Development Funding
- Pension Plan
- Flexible Work Environment
- Employee Volunteer Program
- Employee And Family Assistance Program
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Services
- Credit Union
- Banking
- Financial Advice
- Financial Goals
- Financial Planning
- Sales Targets
- Sales Opportunities
- Cross-Selling
- Member Relationships
- Share Of Wallet
- Primary Financial Institution
- Sales Cycle
- Wealth Management
- Commercial Banking
- Investments
- Credit Sales
- Credit Approval
- Due Diligence
- Competitor Benchmarks
- Member Service