FirstOntario Credit Union
Customer-Focused Representative at FirstOntario
Job Description
Join FirstOntario as a Customer-Focused Representative, dedicated to enriching member experiences through exceptional service and tailored financial advice.
As a key player within our team, you will engage with existing and potential members to identify their financial needs and provide relevant solutions. Your efforts will ensure that FirstOntario remains a trusted choice for financial services while achieving branch development objectives.
Key Responsibilities:
• Assist members in identifying financial opportunities
• Lead proactive business development efforts
• Recommend suitable financial products and services
• Employ Membership Relationship Management for follow-ups
• Drive towards achieving assigned portfolio goals
Requirements:
• High school diploma or equivalent required
• At least 3 years of experience in banking or similar roles
• Proficient in Microsoft Office Suite
• Strong communication skills with a focus on team collaboration
• Po...
As a key player within our team, you will engage with existing and potential members to identify their financial needs and provide relevant solutions. Your efforts will ensure that FirstOntario remains a trusted choice for financial services while achieving branch development objectives.
Key Responsibilities:
• Assist members in identifying financial opportunities
• Lead proactive business development efforts
• Recommend suitable financial products and services
• Employ Membership Relationship Management for follow-ups
• Drive towards achieving assigned portfolio goals
Requirements:
• High school diploma or equivalent required
• At least 3 years of experience in banking or similar roles
• Proficient in Microsoft Office Suite
• Strong communication skills with a focus on team collaboration
• Po...