11 meilleures offres (insurance advisor, lacombe, ab) (à pourvoir)

Member Financial Advisor
Bow Valley Credit Union —Red Deer, AB
- À partir de 65 000 $ par an
- Temps plein
- Finance
- Diplôme d'études secondaires
- Développement commercial
- Assurance Invalidité
- Assurance Dentaire
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Junior Service Advisor
Kaizen Automotive Group —Ponoka, AB
- Temps plein
- Sens de l'organisation
- Assurance Invalidité
- Assurance Dentaire
Banking Advisor
National Bank of Canada —Red Deer, AB
- Temps plein
- Anglais
- Esprit d'analyse
- Services financiers
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 1 jour
Experienced Service Advisor
Rocky Mountain Dodge Chrysler Jeep Ltd. O/a Rocky Mountain Dodge —Red Deer, AB
- À partir de 60 000 $ par an
- Fins de semaine au besoin
- Anglais
- Diplôme d'études secondaires
- Conduite de véhicule
- Réductions Tarifaires
- Assurance Invalidité
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Experienced Service Advisor
Rocky Mountain Dodge Chrysler Jeep Ltd. O/a Rocky Mountain Dodge —Alberta
- À partir de 60 000 $ par an
- Fins de semaine au besoin
- Anglais
- Diplôme d'études secondaires
- Conduite de véhicule
- Réductions Tarifaires
- Assurance Invalidité
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Service Manager
Kaizen Automotive Group —Ponoka, AB
- De 100 000 $ à 120 000 $ par an
- Temps plein
- Contrôle de la qualité
- Recrutement
- Formation et développement
- Assurance Invalidité
- Assurance Dentaire
Service Manager
Confidential —Alberta
- Temps plein
- Service à la clientèle
- Gestion d'équipe
- En présentiel
- Indemnité de déménagement
- Assurance Dentaire
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il y a 14 jours
Practice Advisor
Groupe SOI —Alberta
- Temps plein
- Microsoft Powerpoint
- Logiciels de GRC/CRM
- Déplacements à prévoir
- Programmes de Bien-être
- Assurance Dentaire
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Life Insurance Advisor Training Provided Remote
Serenia Life Financial —Red Deer, AB
- De 50 000 $ à 100 000 $ par an
- Télétravail
- Hospitalité
- Service à la clientèle
- Développement commercial
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Investment Advisor
Royal Bank of Canada —Red Deer, AB
- Temps plein
- Développement commercial
- Services financiers
- Affaires
Executive Account Manager - BC/Alberta
Sterling Brokers —Red Deer, AB
- Temps plein
- Vente
- Salesforce
- Capacités de présentation
Postuler rapidement

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : insurance advisor (lacombe, ab)

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Member Financial Advisor

Bow Valley Credit Union
Red Deer, AB

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Détails du poste

Permanent | Temps plein

Avantages

Tenue Décontractée
Assurance Maladie Complémentaire
Cotisation égale au RÉER
Assurance Invalidité
Assurance Dentaire
Congés payés
Programme d'Aide aux Employés
REER
Assurance Vie
Stationnement sur place

Compétences

Investissement
Utilisation d'un ordinateur
Prospection commerciale
Expérience en services bancaires et prêts
Recommandation de produits
Fidélisation de la clientèle
Finance
Études postsecondaires
Finance
Diplôme d'études secondaires
Vente croisée
Développement commercial
Orientation vers les ventes
Gestion des risques
Orientation axée sur le service à la clientèle
Réseaux informatiques
Prospection
Compétences en informatique
Services financiers
Consultation auprès de la clientèle
Affaires
Compétences en communication
Approbation de prêts (procédures de souscription)
Négociation

Description complète du poste

The Member Financial Advisor is responsible for growing BVCU’s portfolio by developing and maintaining relationships with members and potential members to proactively meet current and future financial needs with complete member financial solutions (including memberships and accounts, a full range of lending, and investment products/services).

The Member Financial Advisor actively participates in branch and community awareness and networking activities, having expert knowledge of all credit union financial products and services, and participates in increasing awareness of BVCU and identified business growth strategies and strategic planning.

KEY AREAS OF RESPONSIBILITY:

Member Experience

Creates a positive first impression and models exceptional service delivery at every member interaction through full discussion and understanding of the member's full financial profile
Identify member product and service gaps and recommend solutions

Retail Credit Activities

Conducts interviews with members and provides information on the full range of credit, and deposit products and services to recommend tailored solutions to meet their needs to support member needs
Provides decisions on the applications or refer applications to management/Lending Services for approval using approved limits
Completes all lending applications, renewals, extensions, alterations, and substitutions of security as established by policies and procedures and ensure that all documentation is error-free for approval within discretionary limits or makes recommendations for approvals/declines with little-to-no-coaching
Conducts routine loan audits as directed by reviewing loan reports and identifying further action required to address problem areas and initiates action in accordance with established procedures, including following up on delinquent accounts as directed

Member Relationships Activities

Actively seeks sales opportunities to achieve individual sales and profitability goals with current members, new member prospects including opening new memberships as well as personal/business account openings to build the existing book of business
Supports the achievement of annual branch goals and objectives through proactive promotion of BVCU’s complete range of products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities (including to 3rd party partners) during interaction with members or potential members
Makes recommendations and processes appropriate documentation associated with the sale of all credit union products based on policies and procedures, ensuring application of appropriate rates and service charges
Proactively engages in business development including managing BVCU’s pipeline through lead and referral generation
Supports member retention, including reducing payouts and loss of overall Products Per Member
Completes new membership openings as well as account openings
Discusses and completes investment transactions (registered and non-registered)

CORE EFFECTIVENESS SKILLS:

Strong effective communication skills; both written and verbal
Good computer skills, able to pick up new and existing programs related to the job quickly
Strong critical thinking, problem solving, analytical, organizational, and multi-tasking skills, particularly focused on risk mitigation
First-rate influencing and negotiation skills
Strong attention to detail and strong aptitude for numbers
Excellent knowledge of the broader financial services industry and mortgage and retail lending market
Strong investigative skills for uncovering needs for both existing and potential members to support business growth
Committed to continuous learning and development

EDUCATION & QUALIFICATIONS:

Grade 12 diploma or equivalent; related post-secondary education in business, finance, or a related field is an asset
Experience helping members for a minimum five years, with a minimum of two years of advanced experience encompassing complex retail lending and investments; previous DNA experience is an asset
Proven ability to seek out and identify new business opportunities, and meet and understand the needs of existing and potential members
Strong knowledge of credit union operations, philosophies, principles, lending legislation, regulations, policies, procedures, products, and services as well as working knowledge of the Credit Union Banking System

THE FINE PRINT:

This position is on-site
Working Hours: Monday – Friday 8:45 am to 5:15 pm
Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer

APPLYING WITH BVCU:

BVCU is strongly rooted in the communities we serve and have built considerable success by delivering exceptional service and products to our members to help built a strong financial future. We take great pride in the communities and are committed to helping them thrive. Total compensation includes vacation, RRSP program, and benefits, including an HSA/Flexible Spending Account.

At BVCU, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, colour, religion, sex, and all other characteristic protected by law. We believe that diversity and inclusion is critical to our success, and we seek to recruit, develop, and retain our talent from a diverse candidate pool. The credit union reserves the right to change job accountabilities and responsibilities as business needs dictate.

BVCU thanks you for your application, but we will only be contacting successful applicants. Online applications only.

Job Types: Full-time, Permanent

Pay: From $65,000.00 per year

Benefits:

Casual dress
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match

Ability to commute/relocate:

Red Deer, AB T4N 1S1: reliably commute or plan to relocate before starting work (required)

Experience:

Lending: 2 years (required)
Financial services: 5 years (required)

Work Location: In person

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insurance advisor emplois - lacombe, ab

Member Financial Advisor

Junior Service Advisor

Banking Advisor

Experienced Service Advisor

Experienced Service Advisor

Service Manager

Service Manager

Practice Advisor

Life Insurance Advisor Training Provided Remote

Investment Advisor

Executive Account Manager - BC/Alberta

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : insurance advisor (lacombe, ab)

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