Job Title	CREDIT & INVESTMENT ASSOCIATE
Status	FULL TIME
Branch/Department	ALBERT ST BRANCH
Reports to (title)	BRANCH MANAGER
Work Location	ALBERT ST BRANCH
Language	BILINGUALISM (French & English) an asset

Put your skills to work for a unique organization where you will make a difference!

Alterna Savings is a vibrant and innovative financial services provider committed to supporting the well-being of our members, employees and communities.  We are the second largest Credit Union in Ontario with 129,000 members, 24 branches and consolidated assets in excess of $2 billion.  Further, Alterna Savings owns Alterna Bank, a Schedule 1 bank, which provides services to over 7,000 clients.

SCOPE OF POSITION

The Member Service Associate will build lifelong partnerships by managing a diverse portfolio of members in a proactive environment and meeting other member needs as they arise.

KEY ACCOUNTABILITIES/ ACTIVITIES

• Member needs identification and fulfillment;
• Approving loans & mortgages;                           
• Selling  wealth and credit  products proactively;
• Establishing and achieving performance goals in relation to new business and business retention;
• Responding to member inquiries and promoting service excellence;
• Mentoring junior staff. 

QUALIFICATIONS

• Post secondary education combined with 5 years related experience in a financial institution;
• Or a high school diploma coupled with a minimum of 7 years experience in a member service related position at Alterna Savings or at another financial institution;
• 3 to 5 years lending experience – recommending and/or approving both loans and mortgages;
• Strong credit and investment knowledge;
• Willingness to pursue additional learning programs;
• Proven sales track record and knowledge of the sales process
• Proven continuous learning courses such as IFIC, CSC, CFP, PFP or other related financial courses completed or enrolled (license not required) or willing to obtain within 12 months;
• Bilingualism (English and French) an asset

KEY SKILLS AND ABILITIES

• Excellent product knowledge and ability to keep learning more about financial services;
• A proven ability to manage change;
• A proven team player;
• Willing to work flexible hours.
• Proven ability to make decisions and problem solve
• Proven initiative and Goal oriented 

We wish to thank all applicants in advance and advise that only candidates selected for an interview will be contacted.