Senior Member Experience Representative, Remote Banking

Why First Ontario?

Competitive compensation packages

Top-tier health and wellness benefits, including comprehensive benefits packages

Enhanced mental health benefits through Sun Life and TELUS Health

Exclusive banking benefits

Up to $1000 per year towards professional development

Pension Plan

Company-wide Employee Volunteer program (Blue Wave Program)

Employee and Family Assistance Program

Job Overview
The Senior Member Solutions Team Representative (MSTR) 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 MSTR identifies sales opportunities, and ensures these opportunities are fulfilled by employing consultative advice, and utilizing the appropriate resources and teams.

This Senior MSTR plays an integral role in supporting members, and team members, with a variety of routine and complex financial transactions to establish a solid foundation of trust with each and every member to position First Ontario as the best choice for all their banking needs.

Sales & Service

Responsible for achieving goals as set out by the Manager or designate

Uncover and identify sales opportunities

Actively solicit, follow up and cross sell our full suite of products and services, including Everyyday banking, Investments, Credit, Credit protection, Visa and more 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 Manager

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

Meet members' needs by servicing them through a variety of channels, including, but not limited to: virutal, outbound calling, and, in-person.

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 up to date pipeline, sales, retention, consolidation and acquisition opportunities using the organizational CRM.

Be quick to respond to requests for service from all members

Able to obtain and perform all duties related to possessing lending limits, including supporting Manager in reviewing departmental deals.

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 support, including involvement in the onboarding of new team members as outlined by the Manager, in collaboration with the Employee Development team.

Actively participate and present at team meetings

Strongly advocates for our digital channels while educating members on the ease of utilizing these services.

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

Flexibility to travel throughout the region to provide support as required

Perform other duties as needed

Demonstrates strong understanding of industry trends, scams, risks/threats and how they impact the member and First Ontario

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

Provid…