financial sales and service officer
$48k - $57.95k per yearFull-time
Southwest Regional Credit Union
Overview
Languages
English
Education
- College/CEGEP
- or equivalent experience
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Credit union
- Rural area
Responsibilities
Tasks
- Approve or reject applications, or recommend applications for approval or rejection
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Complete credit and loan documentation
- Forward irreconcilable accounts for collector action
- Interview applicants for loans
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- Prepare statements on delinquent accounts
- Promote sale of credit and loan services
- Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
- Review and update credit and loan files
- Submit credit and loan applications to management
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
Credentials
Certificates, licences, memberships, and courses
- Investment Funds Institute of Canada (IFIC) Accreditation
Experience and specialization
Type of loan experience
- Automobile
- Farm
- Mortgage
- Personal
- Student
Additional information
Security and safety
- Basic security clearance
- Bondable
- Credit check
- Criminal record check
Transportation/travel information
- Own transportation
- Valid driver's licence
- Willing to travel
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Vision care benefits
Financial benefits
- Bonus
- Pension plan
Long term benefits
- Long-term care insurance
Other benefits
- Paid time off (volunteering or personal days)
Vacancy posted 1 day ago
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