financial sales and service officer

2 weeks ago


PlymptonWyoming, Canada Southwest Regional Credit Union Ltd. Full time
  • Work Term: Permanent
  • Work Language: English
  • Hours: 37 hours per week
  • Education: College/CEGEP
  • Experience: 2 years to less than 3 years
  • or equivalent experienceWork setting
  • Credit union
  • Rural areaTasks
  • 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 customersCertificates, licences, memberships, and courses 
  • Investment Funds Institute of Canada (IFIC) AccreditationType of loan experience
  • Automobile
  • Mortgage
  • Personal
  • StudentSecurity and safety
  • Basic security clearance
  • Bondable
  • Credit check
  • Criminal record checkTransportation/travel information
  • Own transportation
  • Valid driver's licence
  • Willing to travelWork conditions and physical capabilities
  • Attention to detail
  • Fast-paced environment
  • Large caseload
  • Tight deadlines
  • Work under pressureFinancial benefits
  • Bonus
  • Pension planLong term benefits
  • Long-term care insuranceOther benefits
  • Paid time off (volunteering or personal days)


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