About this role
As the Financial Services Representative, you will provide quality service to members and contribute to the success of the branch through the achievement of established retail sales goals and the application of member relationship management tools and techniques. You will support the promotion and sales of credit union deposit and lending products and services to non-portfolioed members including completing the sale of deposit products and registered products, conducting loan interviews for personal loans, mortgages, and lines of credit, and preparing documentation and associated recommendations for senior officer or manager approval.