Contact Centre Advisor

This is a great opportunity to join a growing and enthusiastic team! Create your future at SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer. As a Contact Centre Advisor, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey. This position requires a high level of interpersonal skills to engage members and provide service delivery through contact channels. What you’ll do: Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio. Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, credit card application, and associated insurance products). Interview loan applicants, analyze their finances, and make recommendations. Service and manage estate accounts within an assigned portfolio. Partner with other SASCU department specialists to provide comprehensive advice to the member. Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence. Provide support to Contact Centre Specialists as required. What you’ll bring: One year of post-secondary education or equivalent, plus 2-4 years financial services experience with demonstrated sales skills. Excellent interpersonal skills, including written and telephone communication. Strong problem-solving and analytical ability. Proficiency with technology including Microsoft Office and Customer Relationship Management software. Commitment to continuous learning and self-development. We invest in our employees by offering: A competitive base salary ($52,960 - $66,200) plus performance-based incentive pay, and a pension plan with SASCU matching all funds. Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program. Flexible spending account for additional health and personal wellness activities and expenses. Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering. Opportunities for career growth, financial assistance for training and development, and rewards and recognition. Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages. This is a full-time position, working 5 days per week within the operating hours of the Contact Centre. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! Our Commitment to Diversity and Inclusion: SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives. A bit about SASCU: SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Job Types: Full-time, Permanent Pay: $52,960.00-$66,200.00 per year Additional pay: Bonus pay Benefits: Casual dress Company events Company pension Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking Paid time off Store discount Tuition reimbursement Vision care Wellness program Flexible language requirement: French not required Schedule: 8 hour shift Day shift Evening shift Monday to Friday Weekends as needed Ability to commute/relocate: Salmon Arm, BC: reliably commute or plan to relocate before starting work (required) Education: Secondary School (preferred) Experience: Call/contact centre: 1 year (preferred) Financial service: 2 years (preferred) Work Location: In person #J-18808-Ljbffr