Reporting to the Branch Manager; the successful applicant will be responsible for:

Responsibilities and Duties

1. Developing and implementing effective programs and activities geared towards the achievement of the branch annual sales target.

2. Meet with members and potential members, assess their portfolio and be able to provide adequate financial guidance.

3. Consistently promote and cross-sell the Credit Union’s products and services using all necessary means of contact to reach members and prospective members.

4. Interview and profiling members to identify product/service best suited to their financial needs and/or to set up a contract ensuring proper approval and documentation.

5. Monitoring the status of assigned accounts/portfolios to identify sales opportunities for loans and deposits.

6. Participating in all Branch and general activities geared towards Sales, Marketing and Public Relations.

7. Collecting new membership application forms and supporting document, ensuring that the forms are properly completed and all requirements for opening the account are met.

8. Collecting cash, within the approved cash collection insurance limit, valid cheques and Point of Sale receipts (Debit/Credit Card payments) from Members for deposits and loan repayments.

9. Perform any other related duties as may be required.