Financial Services Associate

Financial Services Associate

We are currently looking for full-time Financial Services Associate to join our Brampton branch! This is an excellent opportunity for someone looking to take on both customer service and financial advisory responsibilities. 

Job Summary

Reporting to the Branch Manager, the Financial Services Associate (FSA) is responsible for helping our Members with their day-to-day banking needs and also for providing them with holistic lending and investment advice. The FSA will maintain a daily cash, provide supervision and support to the Member Service Representatives (MSRs), and grow and maintain relationships with our Members by providing a full range of lending and investment products, while providing proactive and complete solutions to Members’ financial needs. The incumbent will have full participation in branch activities and campaigns and will have expert knowledge of all products and services. 

Our ideal candidate is someone that is self-motivated, ambitious, Member-focused, results-oriented, and has strong interpersonal and communication skills. 

Job Duties and Responsibilities

• Operates a cash daily, as required, to fulfil Members’ day-to-day financial transactions. 
• Provides supervisory support, including overrides and feedback, to MSRs.
• Resolves problems at first point of contact where possible and refers more complex Member concerns to appropriate staff.
• Provides and identifies lending solutions to Members, including: mortgages, loans, lines of credit, by using efficient credit interviewing and underwriting skills.
• Provides investment advice by identifying and promoting DUCA’s investment products, including: registered and non-registered term deposits, TFSAs, mutual funds and wealth solutions that fit and meet the Members’ needs. Refers expanded investment services needs to the Wealth Management Department, as required.
• Opens new accounts, reviews Member needs and promotes the appropriate DUCA products and services.
• Actively participates in all branch activities and campaigns in order to generate revenue and sales to achieve performance targets.
• Identifies external opportunities to build and develop retail business within the area to optimize sales and service results by developing solid relationships.
• Refers complex needs to internal referral partners.
• Completes branch administration duties as required, including: holds report, NSF report, daily, weekly and monthly reconciliations of ATM, treasuries and CRU.

Minimum Skills & Qualifications

• Post-secondary education
• Minimum of 3 years banking experience.
• Loan and mortgage knowledge and experience preferred but not necessary.
• Mutual fund license (IFIC), or working towards designation, considered an asset. 
• Passion for providing excellent Member service.
• Passionate about continual learning and development.
• Working knowledge of all banking products and services
• Strong communication skills – written and verbal
• Strong relationship management skills
• Strong problem-solving ability
• Proficiency in Windows and Microsoft Office suite of products

Department: Retail Banking

Primary Location: Brampton Branch - 7900 McLaughlin Road South (inside Holland Christian Homes), Brampton

Employment Status: Full-time

Hours per Week: 38

Job Grade Level: 4

DUCA exists to help people do more, be more, and achieve more with their money and their lives.

We do this by offering the best banking products and services in our branches, online and from mobile devices. We’re driven by a cooperative philosophy that puts the Member at the center of every decision we make, giving our Members a voice in how we’re run and rewarding them for their loyalty by sharing our profits.

To learn more about DUCA please visit our website at https://www.duca.com/.

DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

Qualified applicants are asked to submit both their resume and cover letter. We thank all applicants but only those considered for an interview will be contacted.