Financial Service Representative
About this job
As a Financial Service Representative, your service to members will power their financial goals and dreams. Excellent member service at StellerVista starts with listening and caring to the needs of our members so that they can make an informed decision based on customized advice. In this role, you will help members with their savings (in regular and registered accounts), loans, mortgages, lines of credit, and their accounts - ensuring they are in the best account for them. Plus, you will prepare and complete the documentation accurately and quickly, resulting in an easy, stress-free experience. You will follow our members through each stage of their lives so they will be ready for the next financial milestone.