Financial Services Representative Clyde Ave

Overview

As a Financial Services Representative, you will join a highly engaged team dedicated to providing an exceptional Member Experience. Your primary focus will be understanding members' financial needs and offering appropriate advice and recommendations. You will perform front‑line transactional services, pursue advisory sales opportunities, and work closely with our Wealth, Small Business, and Mobile Mortgage teams to deliver holistic solutions.

• Understand members’ financial needs and provide tailored advice and recommendations.
• Deliver front‑line transactional services to support day‑to‑day banking.
• Grow sales by opening new accounts, offering credit and deposits, and identifying referral opportunities.
• Meet and exceed individual sales goals while contributing to team business results.
• Maintain accurate and timely transactions, ensuring compliance with policies and procedures.
• Handle member concerns, develop action plans, and aim for resolution without escalation.
• Participate in community engagement initiatives and support local events.

• Strong desire for career growth in financial services.
• Business acumen and knowledge of the financial industry.
• Flexible to work all scheduled hours, including evenings and weekends.
• Proficient with computer systems and virtual technology platforms.
• Excellent interpersonal, written, and oral communication skills.
• Strong negotiation and conflict‑resolution abilities.
• Organizational and time‑management skills with a proactive, results‑oriented mindset.
• Integrity, openness, honesty, and respect in all interactions.
• Post‑secondary education or equivalent experience an asset.

• Paid vacation time and additional time off.
• Employer‑paid health benefits.
• Defined‑contribution pension matching.
• Financial benefits including free banking and special rates on mortgages, lines of credit, and more.
• Tuition reimbursement program.
• Recognition and rewards program.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. Individuals with disabilities will be provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

1331 Clyde Avenue, Unit 104, Ottawa, ON K2C 3G4.