Financial Solutions Specialist
$56.34k per yearFull-time
PenFinancial Credit Union
Be part of something different
PenFinancial Credit Union is a member-owned financial institution dedicated to improving lives and strengthening communities across Niagara and Haldimand. Serving nearly 20,000 individual members and businesses, we offer full-service digital and in-branch banking backed by honest advice and local expertise. Guided by cooperative values — accountability, cooperation, respect, and trust — our people are at the heart of everything we do, and our values shape how we listen, collaborate, and serve our Members and communities.
A Living Wage employer with a deep Truly Local Commitment, PenFinancial reinvests a portion of its profits to support programs and initiatives that make a meaningful difference. We’re proud to support our teams with competitive compensation, performance-based success sharing, a defined contribution pension plan, wellness supports, and opportunities for ongoing learning. As a values-driven alternative to traditional banks, PenFinancial is built to put people — not profits — first. Learn more at PenFinancial.com .
Job Description
Provide exceptional brand experiences for our members or a prospecting Member by delivering value-added service to members including loans, mortgages, registered and non-registered investment products and keep a watch for opportunities to promote other member services to support member success. Complete all administrative duties accurately and as per required timelines – “first time right”. Make sound lending decisions within limits.
Differentiating Accountabilities ( Duties may vary by branch location and size):
- Meeting with members to gather all required information needed to make sound loan and mortgage decisions within discretionary limits and/or make recommendations for approvals and/or declines to manager. Identify opportunities to promote other member services to support member success. As appropriate, provide individualized financial counseling (i.e. debt consolidations, budgeting) and information to members. Meet with families to review accounts of deceased members. Lead the account opening process. As appropriate, sell and cross sell credit union loan insurance products through the education of members.
- Complete all administrative duties accurately and as per required timelines – “first time right” including preparing instructions in support of complete, accurate and compliant loan and mortgage documentation. Ensure accurate on LOS. Provide documentation for solicitors. Conduct PPSA/Credit Bureau reports. Balance and process CDI/CI/CL reporting and remittance. Address loan extension requests, substitution of security, and complete problem solving to best suit the members’ needs. Prepare and process CAFTs, mortgage renewals, extensions, and add-backs. Check credit files, registered (TFSAs, RESPs, RRSPs, and RRIFs) and nonregistered investment entries processed by other staff to meet risk management requirements. Accurate prepare all estate related administration. Respond to all assigned reports.
- Work with and support all staff in the branch to ensure overall exceptional brand experiences for our members. Be a positive influence on the culture within the branch. Actively support all branch campaigns and promotions. Back up MSRs as needed. Support the Saturday rotation schedule.
- Review and act on all delinquent accounts and maintain a systematic collection procedure for early identification of problem accounts and promptly initiate and/or recommend appropriate action to minimize risk and initiate action under direction of Branch Manager.
- Interview and advise members regarding investments, including but not limited to GICs, TFSAs, RRSPs, RESPs, etc., and make referrals to appropriate staff as necessary.
- Perform other assigned responsibilities.
Qualifications
- 3+ years progressive experience in credit union or bank branch with lending limits
Target Salary: $56,340
Salary Range : $53,025 - $66,281
Salary will be determined based on skills, experience, education and other
qualifications
relevant to this position.
This role is an existing vacancy
Artificial Intelligence (AI) could be used in the application process
Additional Information
To learn more visit
While we welcome all applications, only those who are selected for an interview will be contacted.
Accessibility accommodations will be made for job candidates upon request.
Vacancy posted 20 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Specialist in Niagara Falls, ON vacancy
- ...Environmental Specialist Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking an... ...information Demonstrated ability to analyze complex issues, develop solutions, and implement strategies to achieve positive outcomes...SuggestedFull timeInternshipWeekend work
- ...opportunity for you. The job involves: Supporting special projects, business and process improvement initiatives Creating ad hoc financial reports Assisting in treasury functions such as cash flow reporting, initiating transactions and foreign exchange accounting Preparing...SuggestedFull timeShift work
- ...at our Niagara Falls, ON location. Photech Environmental Solutions provides hazardous waste disposal services to industrial, research... ...during regular working conditions. The Lab Pack Specialist frequently handles hazardous chemicals and is responsible for donning...SuggestedFull timeCasual workInternshipSeasonal work
$92.8k - $139.2k per year
...(Mechanical Balance of Plant/ Piping) is the on-site technical specialist supporting the installation and commissioning of hydroelectric... ...path activities Support constructability reviews and propose solutions to technical and logistical constraints Coordinate with specialized...SuggestedFull timeFor contractorsFor subcontractorRelocation package$30 - $35 per hour
...service experience. Comparable Job Titles : Technical Support Specialist, Advanced Remote Support Specalist, or Technical Manager... ...Troubleshooting Analyze complex technical problems and devise effective solutions. Conduct in-depth system diagnostics and troubleshooting to...SuggestedHourly payPermanent employmentFull timeFor contractorsInternshipRemote workDay shift- ...independence of all Canadians, by providing customized care plans and solutions that allow clients to remain in the comfort of their own home.... ...challenges. Decision Making Typical Decisions Made Financial decisions concerning bill rates using a decision tree and rate...RemplacementFull timeSeasonal workLocal areaImmediate startFlexible hoursShift work
- Insurance Sales Representative Peter Rainville Insurance and Financial Services Inc. Location: Niagara Falls, Ontario Permanent Full... ...exceed sales targets Provide expert insurance advice and solutions with confidence Be a leader within a high-performance team...Permanent employmentFull timeWork at officeMonday to friday
- ...ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking... ...client issues, and know when to lean on others to create a better solution together. Leveraging technolog y - Become a technology expert...Hourly payFull timeBank staffFlexible hoursAfternoon shift
$22 per hour
...to work remotely. Responsibilities: Demonstrate new cooking techniques and new equipment to cooking staff Supervise activities of specialist chefs, chefs, cooks and other kitchen workers Create new recipes Instruct cooks in preparation, cooking, garnishing and...Hourly payFull timeImmediate startRemote work- ...repairs and check for leaks before leaving the property Identify when parts, follow-up work, permits, inspections, or a different specialist may be required Record findings, repairs completed, parts used, and recommended follow-up work Take clear photos of the...Hourly payLong term contractRemplacementFull timeFor contractorsInternship
$100.41k - $119.8k per year
...integration patterns rather than on‑premise customization, ensuring scalable, maintainable, and well‑governed enterprise solutions that support financial operations, workforce management, and organizational strategy. The Enterprise Systems Manager Will Configure, develop...Full time- ...offer a comprehensive Total Rewards package, which varies by role and designed to help our teammates to live better – physically, financially and emotionally. The salary range for this position is $17.20 - $20.85 . We will consider factors such as your working location...Long term contractFull timeTemporary workPart timeInternshipWork at office3 days per week
- ...offer a comprehensive Total Rewards package, which varies by role and designed to help our teammates to live better – physically, financially and emotionally. The salary range for this position is $17.20 - $20.85 . We will consider factors such as your working location...Long term contractFull timeTemporary workPart timeInternshipWork at office3 days per week
$22 - $25 per hour
...Between 45 and 60 kg (100-132 lbs) Personal suitability Dependability Flexibility Organized Reliability Team player Time management Benefits Financial benefits ~ Bonus Other benefits Free parking available On-site housing options...Permanent employmentFull timeRemote work$30 - $45 per hour
...Accurate Excellent oral communication Team player Benefits Health benefits Dental plan Health care plan Vision care benefits Financial benefits Gasoline paid Group insurance benefits Other benefits ~ Transportation provided by employer...Permanent employmentFull timeApprenticeshipRemote work- ...Ministry Unit leadership, kitchen staff External: Clients, vendors, volunteers Reports directly to the Food service Manager FINANCIAL AND MATERIALS MANAGEMENT: May be authorized to spend, disburse, or collect small amounts of cash. Minor material...Live out
$23.5 - $24.63 per hour
...ensuring your well-being. Retirement Savings Plan: Benefit from a company-contributed retirement savings plan to help secure your financial future Paid Time Off: Including sick days, orientation, and training Travel Compensation: Competitive compensation for your...Hourly payFull timePart timeCasual workSeasonal workFlexible hours$85k - $95k per year
...communication and relationship-building skills Strong understanding of construction practices, safety requirements, and project financials Proficiency with Microsoft Office and Windows-based software Experience with Trimble Business Center, Trimble GPS, HCSS, Oracle...Full timeContract workFor subcontractorInternshipWork at office- ...equipment. - Ensure that the collision center operates in compliance with relevant environmental, health, and safety standards. 7. Financial Management: - Develop and manage budgets for the collision center, including operating expenses, labor costs, and capital...Full time
$25 per hour
...patterns Prepare payroll Invoice clients Collect payments from debtors Assess fixed assets and depreciation Perform financial calculations, such as costing and budgeting Store, update and retrieve financial data Perform clerical duties, such as maintain...Work at officeRemote work$18 - $20 per hour
...Tasks Balance daily transactions Open and close personal and commercial accounts Process banking transactions Promote financial products and services Additional information Security and safety Basic security clearance Bondable Credit check Criminal...Permanent employmentFull timeRemote work$30 - $45 per hour
...communication Excellent written communication Flexibility Judgement Reliability Team player Punctuality Benefits Financial benefits ~ Bonus Other benefits Free parking available Learning/training paid by employer Parking available...Permanent employmentFull timeRemote work$19 - $21 per hour
...Client focus Dependability Efficient interpersonal skills Excellent oral communication Flexibility Organized Reliability Team player Ability to multitask Benefits Financial benefits ~ Gratuities Other benefits ~ Free parking available...Permanent employmentFull timeRemote work$19 - $20 per hour
...to credit. Since day one, we’ve been helping Canadians break through financial barriers and take control of their futures. When traditional banks say no, we say there's another way — offering real solutions, real relief, and a real second chance. Our vision? A path to a...Full timeStart today- ...monthly PMT Offsites Continually train on Procore upgrades Manage Project costs through Procore Budget to ensure predictable financial health of the assigned construction Projects Manage the Project's Division 1 costs and protect client's expected contribution through...Long term contractFull timeContract workFor contractorsFor subcontractorRelocation
- ...Niagara On The Lake, Niagara Pkwy Job Posting Title: Customs Specialist Time Type: Full Time Compensation: Salary starting at... ...not require any form of payment and will not ask for personal financial information, such as credit card or banking information. Our recruiters...Full timeWork at office
- ...concerns complaints service recovery situations and authorize rate adjustments when required Ensure all transactions postings and financial controls are accurate and compliant Coordinate daily operations with Housekeeping and other departments to ensure seamless guest...Full timeInternshipFlexible hoursAfternoon shift
$60k - $80k per year
...and adjust plans as needed to meet project objectives. Identify and mitigate risks and issues that may impact project delivery. Financial Management Create and manage project budgets, ensuring adherence to financial constraints. Monitor project expenses, resource...Permanent employmentFull timeFor subcontractorInternshipDay shift- ...What You'll Do As a key member of our Executive Team, you will: Lead financial strategy, forecasting, budgeting, and long-term business planning Oversee financial reporting including revenue, expenses, balance sheets, cash flow, and stakeholder reporting Provide...Long term contract
$115k - $165k per year
...infrastructure , our 10,000 colleagues in 150 countries tirelessly work toward bettering the industries in which we operate. With practical solutions that are safe, innovative and sustainable, we think globally while acting locally. Are you looking for an opportunity to join a...Long term contractWork at officeLocal areaWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Specialist. Be the first to apply!
