Financial Services Representative
Current- Determined approval on personal mortgages, construction mortgages, home equity lines of credit, and personal loans totaling $8.0MM.
- Advised members on investments in GICs, Index-linked GICs, Class A Shares, and high-interest savings accounts totaling $8.0MM in sales.
- Actively referred new and existing members to Senior Wealth and Business advisors when necessary.
- Proactively sought out new business through sales calls, attending sponsored events, business seminars, leading community walks, and organizing events for a new branch.
- Trained new frontline staff in branch policies and procedures, customer service and referrals, credit union products, and banking systems.