Thunder Bay Financial Services

Position: Thunder Bay Financial Services Role
Join Northern Credit Union as a Financial Services Representative 2 in Thunder Bay, focusing on member relations and portfolio management. Collaborate to exceed sales goals and drive financial success.

In this full-time position, you will market diverse banking products and identify investment opportunities for members. Your ability to build relationships will enhance the institution's reputation as a financial institution of choice. The role encourages engagement in branch promotions and teamwork to achieve common objectives and targets.

Key Responsibilities:

• Promote financial products and services to retail members

• Develop and manage a complete financial portfolio

• Identify lending and investment opportunities for clients

• Collaborate in branch marketing initiatives and events

• Build strong relationships with members and prospects

Requirements:

• Education in Finance, Commerce, or equivalent experience

• 3-6 years in retail banking sales/service management

• Current Mutual Fund License or plan to acquire it

• Commitment to continuous professional development

• Support community initiatives through employee programs

Contribute to the success of Northern Credit Union while advancing your career in financial services.
#J-18808-Ljbffr