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customer service representative - insurance
Title posted on CareerBeacon - Financial Service Representative
Posted on November 14, 2024 by Employer details OMISTA Credit Union
Job details
OMISTA is looking for a Financial Service Representative to join our Team! As a Certified B Corp® OMISTA Credit Union exists to provide a better way to bank. OMISTA provides complete banking products and services delivered with honesty, fairness, and trust. We are committed to providing solutions that improve the financial wellbeing of our members. When you "Bank Local" with OMISTA, all money and profits stay in New Brunswick, creating greater prosperity for our shared economy and communities.THE POSITION We are currently seeking a Financial Service Representative to join our Main Street team. This individual will play a critical role in assisting members with their personal loan and mortgage needs. In this role, you will be responsible for managing the entire loan process for personal loans and mortgage products. You will work directly with members to understand their needs, assist in loan applications, and provide expert advice on available financial products. Your goal will be to ensure a seamless experience for our members, while meeting performance targets and contributing to the growth and success of the credit union.ResponsibilitiesLoan Consultation: Meet with members to assess their financial needs and provide personalized solutions for personal loans, mortgages, and other lending products.Loan Application Processing: Guide members through the loan application process, ensuring accuracy and completeness of documentation and facilitating approvals in a timely manner.Product Knowledge: Stay up to date on the credit union's loan products, mortgage options, industry trends, and regulatory requirements to provide expert advice and recommendations.Underwriting and Approval: Review and evaluate loan applications, credit reports, and financial documents to determine loan eligibility and risk factors.Customer Service: Provide exceptional service to members by answering inquiries, addressing concerns, and resolving issues throughout the loan process while identifying opportunities to cross-sell other credit union products and services that may benefit the member's financial well-being.Compliance: Ensure all loan transactions comply with credit union policies, provincial and federal regulations, and industry best practices.THE IDEAL CANDIDATEMinimum 3 years of experience in a financial institution- preferably in a personal loans and mortgage lending role.Strong knowledge of loan products, mortgage lending practices and regulatory requirements.Excellent communication and interpersonal skills.Strong analytical and problem-solving abilities.Detail-oriented with ability to manage multiple tasks and deadlines.Ability to work independently and as part of a team.Education and TrainingCertificate and/ or diploma in finance, business, or related field, plus a minimum of 3 years of job-related experience, or an equivalent combination of education and experience. Credit Union specific education (CCUA Consumer Loans and Mortgage Lending & CCUA Products and Services) will be required within 1 year.JOB SUMMARYEmployment Type: Permanent Full TimeRequired Travel: NoLocation: Moncton- Main Street Work Environment: BranchPay Type: Salaried, Personal Bonus, Team Bonus Please Note: The ability to be bonded is a condition of employment with OMISTA. The Bonding Process consists of the completion of a bonding application, criminal record check, and credit check.Benefits: Matched Pension 2% - 7%Health & Dental Cost Flex (75%/25%)Employee Development OpportunitiesEmployee Pricing on AccountsMin 3 weeks' Vacation & Paid Sick DaysSTD, LTD, Life Insurance, Critical IllnessWellness Credit and so much more!Application Deadline: November 25, 2024Application ID: 2024-FSR2Email resume to: careers@omista.comDiversity and Inclusion:OMISTA Credit Union is committed to employment equity and diversity in the workplace, and welcome applicants from diverse backgrounds.We appreciate your interest in OMISTA; however only those being short- LocationMoncton, NB
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #MB2411144268
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