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.