Conexus Credit Union
Virtual Financial Advisor at Conexus
Job Description
Support members' financial goals as a Virtual Financial Advisor within Conexus' Member Contact Centre. Engage with clients, provide tailored lending solutions, and enhance customer satisfaction remotely.
This role focuses on member relationships through a virtual setting for candidates located in Saskatoon, Regina, or Prince Albert. Financial professionals with 2-3 years of advisory experience will excel by utilizing complex lending products and mobile banking solutions. You will play a critical role in proactive outreach to educate and retain members while ensuring compliance and documentation accuracy.
Key Responsibilities:
• Provide account and lending products to members
• Conduct proactive outreach about services
• Facilitate complex consumer lending and credit applications
• Ensure complete and accurate documentation
• Build lasting member relationships through follow-up
Requirements:
• 2-3 years of financial advisory experience
• Knowledge of underw...
This role focuses on member relationships through a virtual setting for candidates located in Saskatoon, Regina, or Prince Albert. Financial professionals with 2-3 years of advisory experience will excel by utilizing complex lending products and mobile banking solutions. You will play a critical role in proactive outreach to educate and retain members while ensuring compliance and documentation accuracy.
Key Responsibilities:
• Provide account and lending products to members
• Conduct proactive outreach about services
• Facilitate complex consumer lending and credit applications
• Ensure complete and accurate documentation
• Build lasting member relationships through follow-up
Requirements:
• 2-3 years of financial advisory experience
• Knowledge of underw...