Financial Consultant at Coastal Community Credit Union

Transform the financial futures of members as a Financial Consultant with Integris at our River Point branch in Prince George. This full-time role is dedicated to understanding and fulfilling members' financial needs with personalized solutions.

Your responsibilities will encompass managing a member portfolio while promoting services and achieving sales targets. Building and maintaining strong relationships is pivotal to enhancing the member experience amidst a community-focused environment.

Your role will contribute significantly to Integris's success.

Key Responsibilities:

• Handle member inquiries and perform banking transactions

• Open and sustain accounts, ensuring accuracy

• Promote financial products relevant to member situations

• Process loans and lines of credit with compliance

• Manage records and maintain regulatory standards

Requirements:

• Bachelor’s degree or higher in Finance

• 1-3 years of experience in the financial sector

• Solid understanding of financial products and services

• Familiarity with banking systems and analytical tools

• Proven communication and initiative in achieving goals

Elevate member satisfaction and drive financial success as a key part of Integris team in Prince George.
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