Credit Union Sales Administrator

We invite you to be part of a team where you can feel good about the work you do and the positive impact you have on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

As a Sales Administrator at SASCU, you’ll support the efficiency of the financial advisory team by undertaking appointment preparation, documentation work, reporting, and general administrative duties. This position provides occasional direct service to members as required and supports the team in the delivery of the SASCU Member Experience.

What you’ll do:

• Prepare lending applications, documentation, and other routine administrative tasks for a team of financial advisors.
• Conduct routine and ad hoc audit and reporting activities for the branch to ensure compliance with procedures, policies, and regulations.
• Connect members to the appropriate person so that their needs are met and provide relevant information to advisory staff.
• Occasionally assist members with daily and specialized transactions such as deposits, withdrawals, wire transfers, change of signors, membership maintenance, and preliminary estate handling to ensure prompt, professional service to members.
• Prepare routine member, internal, and external correspondence for the branch.

What you’ll bring:

• 1-3 years of sales experience in a service-oriented environment, with financial services experience strongly preferred.
• Solid foundational understanding of financial products and services.
• Strong organizational and time management skills, and the ability to manage requests from multiple individuals.
• Excellent communication and interpersonal skills.
• High level of ownership, accountability, and initiative.
• Comfort with technology and proficiency using banking systems and related programs;
• Commitment to continuous learning and self-development.

We invest in our employees by offering:

• A competitive base salary ($44,500 - $52,400 annually) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
• Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, flexible Personal Days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know!

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Job Types: Full-time, Permanent

Salary: $44,500.00-$52,400.00 per year

Benefits:

• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Vision care
• Wellness program

Schedule:

• Day shift
• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus pay

Education:

• Secondary School (preferred)

Experience:

• Financial services: 1 year (preferred)
• Sales: 1 year (preferred)

Work Location: In person