Job Posting

Position Name

Financial Service Associate

Position Description

Under general direction, the FSA is the primary Brand Ambassador for Beaumont Credit Union.  This role delivers an exceptional "Service Leadership" experience to our members by providing guidance and service for all their everyday banking needs.  The people in this role are the "face" of Beaumont Credit Union.  They must be well informed of every product and service offering and they must know who the member needs to talk with in order to provide the highest level of Service Leadership. 

Qualifications Required

Technical Know How
  • Process deposits & withdrawals (including term deposits), payments, US Drafts, credit card advances, calculation of foreign and domestic exchange.
  • Process requests for account updates, balances, cheque orders and deposit history.
  • Open new personal savings and chequing accounts; refer business accounts to Business Banking Associate.
  • Refer to Account Manager or Financial Services Officer, member appropriate loan, authorized overdraft or mortgage application requests.
  • Deliver, or refer to Account Manager, Financial Services Officer or Wealth Manager member appropriate investment services and products such as TFSAs, RRSPs, RRIFs, Mutual Funds, etc.

Problem Solving
  • Guided by established standards and practices.
  • Work is varied and occassionally complex.

Accountability
  • Variation in work routines and sequences.
  • Works under general direction.
  • Tasks generally completed on a weekly basis.
  • Normal judgment and decision making required in choosing among a wide variety of guidelines.

Must Have skills and abilities
  • Grade 12 or equivalent.
  • Comfort and ability towork with a high level of detail/accuracy.
  • Ability to work in a fast paced changing environment.
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • Two to four years of job-related/industry experience. 

Job Reference Number

Human Resources

Closing Date

This position will remain vacant until a suitable candidate is identified.

Job Location

Beaumont, Alberta

How to Apply

Interested candidates please provide a cover letter, salary expectations and resume to:

Cindy Bennett, VP, Human Resources, Marketing & Communications
Beaumont Credit Union

cbennett@alberta-cu.com

 

 

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