Financial Consultant at Coastal Community Credit Union

Transform the financial futures of members as a Financial Consultant with Integris at our River Point branch in Prince George. This full-time role is dedicated to understanding and fulfilling members' financial needs with personalized solutions.
Your responsibilities will encompass managing a member portfolio while promoting services and achieving sales targets. Building and maintaining strong relationships is pivotal to enhancing the member experience amidst a community-focused environment. Your role will contribute significantly to Integris's success.
Key Responsibilities:
• Handle member inquiries and perform banking transactions
• Open and sustain accounts, ensuring accuracy
• Promote financial products relevant to member situations
• Process loans and lines of credit with compliance
• Manage records and maintain regulatory standards
Requirements:
• Bachelor’s degree or higher in Finance
• 1-3 years of experience in the financial sector
• Solid unde...