Financial Services Administrator

Are you passionate about being a driving force for excellence in customer service?  Does joining an organization who puts “people first and banking second” appeal to you? If so, keep reading!

We are looking to add a Financial Services Administrator to our Fredericton 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. When you “Bank Local” with OMISTA, all money and profits stay in NB creating greater prosperity for our shared economy and communities.

THE POSITION

Reporting to the Branch Manager, the Financial Services Administrator (FSA) will act as the primary contact for new and potential customers (retail and business) for the Fredericton Branch. The FSA will have the opportunity to grow and develop and gain knowledge in investments and lending. The FSA will be an integral part of the Fredericton Team, both inside the branch and outside in the community.

Responsibilities

  • Account Opening – conduct new account interviews with the intent to understand the customer’s needs and wants. OMISTA’s wish is to provide customer service that goes beyond “order-taking”, and have our employees use listening and problem-solving skills to meet members’ needs. We’ll help you develop those listening and problem-solving skills.
  • Investments – The FSA will be asked to possess strong investment knowledge, provide solid investment recommendations to our customers, and accurately process the required documents associated with the sale of both registered and non-registered investment products. Not a seasoned Investment specialist? If you are the right person, we will train you!
  • Commercial Account Opening and Administration – The FSA will act as the key contact for Commercial clients at the Fredericton Branch. The FSA will train with our Commercial Banking Team to ensure he/she/they have all the knowledge and tools available to support our business clients. Are you interested in learning more about Commercial Services? This is a great place to get exposure to commercial banking!
  • Delivery of Cash Services– Provide cash (teller) services to members in a back-up capacity. At OMISTA we are one team, and we all pitch in when and where needed. One the most important characteristics to be an FSA with OMISTA is to be a Team Player – are you?

THE IDEAL CANDIDATE

Hard Skills

  • Strong Computer Skills
  • Good understanding of financial terminology and financial principles
  • Organized and can work accurately

Power Skills

  • Exceptional customer service experience
  • A dedication to putting the members’ needs first
  • Excellent communication skills
  • A Positive Outlook

Education & Experience

  • High School Diploma: post-secondary study in business would be beneficial
  • Demonstrates a good understanding of cash services
  • Demonstrates a strong work ethic
  • Ideally has a minimum of two years of working in a financial service setting

JOB SUMMARY
Employment Type: Permanent Full Time
Required Travel: No
Location: Aberdeen Street, Fredericton
Work Environment: Branch
Flexible Work Environment: No
Pay Type: Salaried, Personal Bonus, Team Bonus

Benefits:
• Matched Pension 2% – 7%
• Health & Dental Cost Flex (75%/25%)
• Paid Vacation Days (min 3 weeks)
• Paid Sick Days
• STD, LTD, Life Insurance, Critical Illness
• Employee Service Charge Plan
• Wellness Credit and so much more!

Application Deadline:  January 15, 2023

Application ID: FSA-F – 2023 001

Email resume to: careers@omista.com

Diversity 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! Only those candidates selected for an interview will be contacted.