Account Representative 3 - Union

Role overview

Duties

• Achieve goals through sales and service initiatives and identify member needs through interviews.
• Make referrals across business lines; open memberships; sell registered and non-registered products; and cross-sell card products.
• Authorize transactions and employee overrides within assigned limits, and refer matters outside authority to branch management.
• Serve members with transactions involving investments, registered products, personal lending, and creditor insurance.
• Resolve member issues and match needs with information, products, services, or appropriate referrals.

Requirements

• At least 3 years of financial-services experience or an equivalent combination of post-secondary education and experience.
• Complete the MSR Level 2 exam, CUIC 210, CUIC 240, and the Coastal Connections in-house sales program.
• Actively pursue the CUIC Fellowship Designation.
• Know lending and deposit practices, branch operations, credit union services, and the local financial marketplace.
• Demonstrate strong sales results and effective member communication, interviewing, and multitasking skills.

Knowledge and skills

• Working knowledge of lending applications, products, and policies; advanced knowledge of credit union products and services.
• Knowledge of registered and non-registered products, banking systems, and loan origination systems.
• Use computer and internet navigation and keyboarding while communicating with members.
• Listen, ask probing questions, adapt to varied requests, and explain information clearly.