Senior Member Consultant

Overview
The Senior Member Consultant role is responsible to provide relevant, timely and accurate financial advice to members to assist them in meeting their financial goals, and to become the financial institution of choice. Utilizing a team approach, the Senior Member Consultant identifies sales opportunities and ensures these opportunities are fulfilled by utilizing the appropriate resources and teams. The Senior Member Consultant will provide regular coaching and mentoring to Member Experience Representatives throughout their assigned region.

Role
Sales & Service

Responsible for achieving sales targets and goals as set out by the Branch Manager or designate

Uncover and identify sales opportunities

Actively solicit, follow up and cross sell products and services to members to increase share of wallet and ensure we are their primary financial institution of choice

Assist with achieving the goals and objectives relating to business development as set forth by the Branch Manager

Provide the right financial advice based on a thorough understanding of member s financial goals and develop a financial plan that meets their needs

Provide relevant and qualified referrals based on business plan and assigned goals to strategic business partners including Wealth Management, Business & Commercial departments

Complete credit sales to closure, while adhering to terms and conditions of relevant policies and procedures

Maintain an up to date tracking record of sales, sales results, opportunities, retention, consolidation and acquisition

Be quick to respond to requests for service from all members

Able to obtain and perform all duties related to possessing lending limits

Apply First Ontario Credit Union's sales and service standards with all members

Resolve inquiries and/or concerns members have as required

Apply sound service and business judgment in all activities and interactions, and make decisions within prescribed lending limits

Keep contact diary system up to date with relevant follow up action for all members

Maintain ongoing activity plan to assist prioritizing sales, service and operational work

Provide coaching and mentoring to the Member Experience Representatives in the region and provide additional coaching to other branch employees

Participate in the onboarding for employees new to the Member Experience Representative role as outlined by the Employee Development Department

Actively participate and present at branch sales meetings

Actively participate in creating and executing strategic initiatives in conjunction with the Branch Manager, or designate

Flexibility to travel throughout regional branches to provide support and coaching/mentorship as required

Perform other duties as we may need you to do

Operations

Adhere to policies and procedures at all times, as amended from time to time

Complete work accurately, promptly and fully from beginning to end

Complete branch opening and closing activities, as required or assigned

Provide overrides and other such operational work within guidelines outlined in your "Letter of Authority"

Perform audits and proofing, as required

Perform actionable requirements associated with control and exception reports (delinquencies, maturing products etc.)

Consider health & safety as a primary concern to ensure the overall well-being of the branch and members

Take on the role of Acting Branch Manager, as required

Perform other duties as assigned

Required Skills And Qualifications

Must have 5-7 continuous years  of experience in the Member Consultant or Member Experience Representative role with First Ontario or a comparable role at another financial institution; or combination thereof

Successfully complete the testing for the Senior Member Consultant role

Must complete other job-related courses and certificates as required

MC 1 and MC 2 training or equivalent

CU Training or equivalent

Competent knowledge of Microsoft Office Suite, Temenos Banking System and Criterion or equivalent banking and lending platforms

Must have superior interpersonal and communication skills

Demonstrate a high level of integrity and trustworthiness

Must be able to work well with minimum supervision

Experience providing coaching and feedback to colleagues

Ability to effectively problem solve to find creative and beneficial solutions

Be flexible and adaptable to changing priorities

Ability to share knowledge and best practices

Must be capable of working as a team player, willing to assist other staff of any location

Must have a positive attitude and willing to go above and beyond

Maintain current knowledge of the Financial Service Industry and trends

Be able to take action in difficult and challenging situations and deal with uncertainty

Ability to identify and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and First Ontario policies and procedures

Reliable transportation required and willing to travel within the region to provide support

Our inclusive work environment welcomes diversity and supports…