Publié il y a 2 mois
Member Consultant Chatham
@ FirstOntario Credit Union
Chatham, Ontario
En bref
FirstOntario Credit Union is hiring a full-time Member Consultant in Chatham to give members timely, accurate financial advice and meet sales targets set by the Branch Manager. The role involves identifying and cross-selling products and services, building financial plans, and completing credit sales to closure. The posting lists competitive compensation of $53,122 to $73,042 annually, a pension plan, a flex-work environment, and professional development funding.
Salaire :
53 122 $–73 042 $ par année
Responsabilités :
- Achieve sales targets set by the Branch Manager
- Identify and solicit sales opportunities with members
- Cross-sell products and services and develop financial plans
- Refer members to Wealth Management, Commercial and Investments
- Complete credit sales to closure per approval terms and due diligence policies
Résumé des exigences :
- Grade 12 or equivalent
- Four years of office or credit union or bank cash experience
- Knowledge of the financial services industry
- Awareness of competitor benchmarks and standards
Outils et compétences
Avantages mentionnés
Source et dates
Type de source non vérifié · prevue
- Date publiée par l’employeur
- 2026-09-23
- Première détection par notre source
- 2026-10-08
- Mise à jour du dossier source
- 2026-11-02
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Service à la clientèle |
| Expérience | 4 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Formation | Secondaire (DES) (exigé) |
| Avantages mentionnés | Régime de retraite, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
FirstOntario Credit Union
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
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Description complète de l’entreprise
When you do your everyday transactions, borrowing and investing with FirstOntario, you’re not just a member, you’re an owner. By joining FirstOntario, you become part of a special kind of organization – one that shares its profits and decision-making with the people who use its services. With FirstOntario, you have a relationship with decision-makers from your own community, and you have a say in how we’re governed. Today, FirstOntario Credit Union serves more than 115,000 Members with a full suite of banking products and has 29 locations serving 14 communities within the Hamilton, Halton, Niagara, Haldimand/Norfolk and Oxford regions.
- Abonnés LinkedIn
- 11 946
- Personnes associées sur LinkedIn
- 594
- Bureaux déclarés
- 970 S Service Rd, Hamilton, ON L8E 6A2, CA
- Autres noms enregistrés
- FirstOntario Credit Union
- Le profil indique une agence de recrutement
- Non
When you do your everyday transactions, borrowing and investing with FirstOntario, you’re not just a member, you’re an owner. By joining FirstOntario, you become part of a special kind of organization – one that shares its profits and decision-making with the people who use its services. With FirstOntario, you have a relationship with decision-makers from your own community, and you have a say in how we’re…
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 201-500 employees |
| Siège social | Hamilton, ON |
| Type d’organisation | Privately Held |
| Fondée en | 1939 |
| Offres sur Jobsy | 21 |
| Voir la page |
Why FirstOntario?
- Competitive compensation packages
- Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
- Enhanced mental health benefits through SunLife and TELUS Health
- Exclusive banking benefits
- Up to $1000 per year towards professional development
- Pension Plan
- Flex-work environment
- Company-wide Employee Volunteer program (Blue Wave Program)
- Employee and Family Assistance Program
Job Overview
The Member Consultant 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 Member Consultant identifies sales opportunities and ensures these opportunities are fulfilled by utilizing the appropriate resources and teams.
Primary Duties and Responsibilities
- Responsible for achieving sales targets and goals as set out by the Branch Manager.
- Uncover and identify sales opportunities with members and prospective members.
- Actively solicit, follow up and cross sell products and services to members to increase share of wallet and ensure we are the primary financial institution of choice. Provide the right financial advice based on thorough understanding of their financial goals and develop a financial plan that meets their needs and provides increased business to FirstOntario.
- Utilize the sales cycle to optimize value for members and fully capture all sales opportunities including follow up. Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).
- Complete credit sales through to closure adhering to terms / conditions of the approval and Due diligence policies.
Job Specifications and Technical Requirements
- Grade 12 or equivalent
- 4 years office, credit union/ bank cash experience
- A knowledge of the Financial Services Industry as well as active correspondence of competitors benchmarks and standards
This posting is for an existing vacancy.
Salary Range: $53,122 to $73,042 annually.
Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.
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