ACCOUNT MANAGER, MORTGAGE SOLUTIONS - AMA FINANCIAL(Edmonton, AB)

xiaoqiang

Company
Alberta Motor Association
Location
8 D% h3 q+ ^3 e8 fEdmonton, AB T5G 2T6
, D, u, `0 ~" t* p: V2 s6 AIndustries
Retail
Financial Services
Job Type
Full Time
Employee
Years of Experience
% B, V) a% S$ w2+ to 5 Years
Education Level
! u' h6 I! C( p) @College Diploma
Career Level
9 b% w! `3 V8 B% x$ v$ x4 GExperienced (Non-Manager)
3 i! c9 ^0 `2 X% p9 M1 m+ gSalary
+ i* n6 u0 b# T4 O7 m& |full bonus pprogram and group benefits participation
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: G! l4 `2 s" q* M+ [Account Manager, Mortgage Solutions
& p7 H/ o- A# J" I% d# FAbout the Job
The Alberta Motor Association is a membership organization where the action of every individual
supports the Vision, Values, and Expected Behaviors of the Association.

Our motto is simply: Relationships built on outstanding member experiences.
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The AMA is one of Alberta's largest and most respected membership organizations that's been serving Albertan's since 1926.  In addition to providing a challenging, safe and rewarding work environment the Alberta Motor Association (AMA) offers a competitive salary and benefits package including short and long term variable pay incentives, retirement plans, learning support, work environment, and hours of work
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* u' P2 \( L+ T/ ^1 K  A+ a& wACCOUNT MANAGER, MORTGAGE SOLUTIONS - AMA FINANCIAL
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0 V: p: M9 x# k% l# B' ZLocation: Edmonton, Alberta

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% ^$ x0 J! e/ Y, }. j, C* c: ~5 `The Position

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! B  ?8 V- j! I* Y2 q$ vThis position is accountable to provide premium delivery of AMA Financial products and services to AMA members with a focus on Mortgage Solutions.  As an accredited specialist, this position is also responsible for handling incoming member inquiries, requests, and concerns.  The incumbent will use all available resources to develop and manage a dedicated portfolio of member accounts.

8 v' A# x. [5 Z4 g# }0 ^( KReports to:              Manager, Mortgage Solutions- AMA Financial
# y* C1 H  D; i9 HCompensation:     Competitive base Salary offering, with full bonus program participation
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" f) \4 Z/ z8 j' CMajor Accountabilities/Responsibilities:
: G4 y0 |5 Y2 W6 C: rInclude but are not limited to the following:

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, S8 X" I- i- D1 Z4 }& U·         Assess members needs and facilitate solutions by offering the most relevant products and services
·         Proactively educate, promote, sell, and deliver AMA’s personal financial products and services to AMA members
" d6 C' V7 n; w" u·         Provide efficient and effective service to meet and exceed the service expectation of members
·         Identify and refer appropriate opportunities to Account Managers, Investments, as appropriate
·         Provide after sales services and follow-up to members
·         Represent AMA Financial on-site in Centres and handle sales of financial credit products and services
9 r5 t. {1 w, l, ]: W·         Promote an understanding of membership value and cross-sell additional products and services and Partners to members
; X( m. _+ k0 L: n. ]0 G* K·         Actively promote the membership experience to both members and non-members while contributing to growth and retention
·         Provide support of marketing campaigns and act as lead for in-centre marketing activities for AMA financial services
' N2 W3 A+ ?1 F* ~6 R" i. o: T; ^+ G·         Use technology tools as directed and within established guidelines
·         Adhere to all engineered controls, safe work procedures, rules and work practices
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Background Requirements (Education/Licensing/Certification)
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·         Active mortgage associate license
·         Member in good standing with RECA

: M8 E8 k+ a% v' k2 ZSkill and Proficiency
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·         Superior commitment to member service
·         Effective listening and questioning skills
·         Excellent communication skills, with a strong aptitude for needs assessment and sales
& d7 M: L% x6 T. K+ ?. g1 t% w·         Exceptional written skills and the ability to assemble information and respond to email clearly and concisely
·         Strong organizational skills with the ability to multi-task
·         Skilled navigation of AMA member web site, AMAnet
·         Computer literate with demonstrated ability to adapt to new systems
·         In depth knowledge of credit


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            Personal Characteristics
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# M2 H1 W) r" l+ T' A6 I+ |7 M. V·         Proven integrity and ethics
5 L% d3 m; |2 P# c$ U·         Positive, professional and member oriented attitude
" U/ A8 D1 Z$ r3 S% N  {·         Approachable and having capacity to listen carefully to determine needs and potential opportunities
·         Superior inter-personal skills, promoting a positive team environment
·         Confident and enthusiastic
* w6 z+ ~: A$ G·         Welcoming of feedback (coaching) and direction
·         Sets high standards and is results oriented
·         Embraces change
, |; Y5 u+ Q5 |/ o& g4 A- T·         Member focused
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Role Expectations
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Productivity
·         Contribute to the achievement of business unit service levels and goals

Financial Performance
' x& q% x" p/ N- E5 Z. e- t·         Proactively promote, sell, and deliver AMA’s personal financial products and services to AMA members
·         Contribute to the achievement of annual business plan goals and objectives of AMA Financial
·         Provide high quality and efficient service to members through effective use of resources
·         Meet or exceed personal goals and objectives including sales targets
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Quality and Timeliness
·         Thorough ongoing feedback and monthly coaching sessions, provide service that exceeds member expectations
; N4 J3 u/ U* \·         Demonstrate a personal sense of urgency as it relates to providing fast, efficient, turnaround time

5 W9 D2 b+ h* iCustomer Satisfaction (external and/or internal)
·         High level of service delivery to internal and external clients
7 N! M; s8 ?% n·         Meet or exceed member satisfaction standards
·         Ethical decision making relative to area of responsibility, the organization, and members
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) i, M' ~8 v) nTeamwork
, {, a( q9 F* b7 g* F' W" I* @·         Work collaboratively with all departments within AMA
  g1 R9 L+ f4 u% x·         Align behavior with AMA’s Vision, Values, and Expected Behaviors while working effectively with others to achieve common goals

Learning and Innovation
·         Participate in continuous personal development and learning for the benefit of the organization and personal wellness
·         Remain up-to-date on industry trends and developments and best practices in the area of responsibility
·         Contribute suggestions to add value to the business or membership

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$ U* k5 q; c0 `# Q, ], l7 f$ sAdditional Information
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· Travel within the city of Edmonton is required.  
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0 t1 h1 ?& w# \) ~  J Please submit your resume to:
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Contact Information:
2 g; a' o: ^- [* }: l* OEmail: AMA.careers@ama.ab.ca
: p2 I# C2 f( ?6 ~0 KFax: (403) 806-3958
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- y/ Z' B( y) g: O3 {6 M- A& REmployment Opportunity / City of Edmonton Community Services
Edmonton TO APPLY Online & further details, visit: workexperience.cn
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3 _, B7 Q$ u; j7 y8 }4 F希望能对失业的朋友有些帮助！

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