Color & Control:

Member Consultant

FirstOntario Credit Union (Simcoe, ON)

Why FirstOntario?

FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial institution dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs – from chequing and savings accounts to loans and mortgages and highly qualified investment advice. Our Membership does more than save you money on fees, it also makes you an Owner. At FirstOntario, we believe the best way to ensure our success is by supporting the communities we serve. That’s why our policies include volunteering our time, talent and resources to worthy local causes and events. It’s also why we reinvest our profits in the same places they’re earned, and why we sponsor programs that promote financial literacy and economic development.

Job Overview

The Member Consultant role is responsible to provide relevant, timely and accurate financial advice to members and prospective members to meet their financial goals, and to become the financial institution of choice. The focus of this position will be to provide lending advice, however some investment knowledge/work will be an ongoing requirement. Utilizing a branch team approach, the member consultant identifies member sales opportunities and ensures a cooperative team participation to fulfill these opportunities. Assists with achieving the goals and objectives relating to business development as set forth by the Branch Manager.

Primary Duties and Responsibilities


1) Responsible for achieving sales targets and goals as set out by the Branch Manager.

2) Uncover and identify sales opportunities with members and prospective members.

3) Actively solicit, follow up and cross sell products and services to members to increase share of wallet and ensure we are the primary financial institution of choice. Provide the right financial advice based on thorough understanding of their financial goals and develop a financial plan that meets their needs and provides increased business to FirstOntario.

4) Utilize the sales cycle to optimize value for members and fully capture all sales opportunities including follow up. Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).

5) Complete credit sales through to closure adhering to terms / conditions of the approval and Due diligence policies.

6) Complete sales and sales opportunity tracking activity as required.

7) Participate and present at branch sales meetings.


1) Apply FirstOntario Credit Union’s sales and service standards with all of our current and prospective members.

2) Put a member’s, or prospective member’s, needs for service and attention before any administrative or operational work of your own.

3) Work with member to resolve inquiries and/or concerns.

4) Apply sound service and business judgment in all activities and interactions.

5) Keep member contact diary system up to date with relevant follow up action.

6) Maintain ongoing activity plan to assist prioritizing sales, service and operational work.

7) Make decisions within prescribed lending limits.

8) Track activity and results for retention, consolidation, acquisition, as required.

9) Actively participate in sales meetings, as required.

10) Assist / relieve on other positions or with duties in the branch, as required.


1) Adhere to policies and procedures at all times.

2) Complete work accurately, promptly and fully from beginning to end.

3) Complete open and close activities, as required or assigned.

4) Provide overrides and other such operational work within guidelines outlined in your “letter of authority”.

5) Perform audits and proofing, as required.

6) Perform actionable requirements associated with control and exception reports (delinquencies, maturing products etc.).

7) Complete sundry duties and other duties as assigned.

Organizational Competencies

Sales & Service Orientation
Committed to serving and satisfying the needs of the external and internal members/clients through the delivery of superior value while building, strengthening and maintaining long-term relationships.

Continuous Learning
Demonstrates the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development.

Organizational Effectiveness
Ability to understand the organization’s strategic direction, how decisions impact the business, and how to strive to improve organizational performance.

Ethical Behaviour
Ability to demonstrate integrity, credibility, confidentiality and responsibility in all member/client interactions.

Demonstrates the ability to receive and understand information, and respond verbally or in writing when interacting with others

Functional Excellence
Demonstrates the knowledge and technical expertise of products and processes and their use in delivering quality member/client services

People Management
Building partnerships with co-workers within a team oriented environment, working with minimal supervision and willing to learn and apply coaching in the quest to achieve organizational goals

Job Specifications and Technical Requirements

  • Grade 12 or equivalent
  • 4 years office, credit union/ bank cash experience
  • Must complete other job-related courses and certificates as required
  • On-line exposure
  • Ability to type 30 WPM
  • Must complete other job-related courses and certificates as required
  • Competent knowledge of Microsoft Office Suite
  • A knowledge of the Financial Services Industry as well as active correspondence of competitors benchmarks and standards

Our Story

Our emphasis on service means we’re constantly searching for new team members whose dedication to helping people is as powerful as their ambition to succeed. We’re committed to providing professional development, and to extending employee activities beyond day-to-day operations to support the communities where we’re located. Our people are the difference, it’s a part of why we love coming to work.
FirstOntario is proud and privileged to be able to assist and touch the lives of so many in our communities.

  • We believe giving back to our communities helps everyone.
  • We believe in volunteering, active community support and participation.
  • We believe in investing our profits back into the credit union and the community.
  • We believe in finding solutions to help our Members and communities.

If this sparks your interest and you demonstrate high levels of integrity and credibility, we should talk. Check out our website for the full job description and prepare your cover letter and resume listing your experience, qualifications, and submit it online through our careers page on the company website.

We appreciate all who express interest; however, only those selected for an interview will be contacted. No phone calls please.

FirstOntario Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.

Apply Here

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