Financial Services Officer

1 month ago


Burlington, Canada The Police Credit Union Full time

We are looking for a Financial Services Officer - an advisor specializing in personal loans and mortgages for our branch location in Aurora.

The Police Credit Union is an exclusive financial institution for police personnel, their families and associated police groups within the Province of Ontario. We believe in “taking care of our own”, we take into consideration the uniqueness of the policing profession and provide customized financial solutions and specialized programs to meet our members needs.

**Position Summary**

As a key employee within a retail branch, this position is responsible for developing and fostering strong relationships with members of our Credit Union. By providing personalized service and customized financial solutions you will help our members through life events and achieve their financial goals. While providing the right financial solutions and deepening the relationship you will contribute to the achievement of individual and branch goals while supporting organizational objectives.

**Key Responsibilities**:
Deliver service excellence in all interactions with members

Effectively evaluate each member's financial needs and provide sound financial advice

Process Personal Loans and other credit solutions where appropriate

Recommend appropriate deposit products and provide investment advice for registered and non-registered terms, TFSAs and Mutual Funds (if licensed)

On-board new memberships, providing product knowledge, identifying members needs and providing solutions

Manage a member portfolio, deepening relationships through regular points of contact

Accurately executes administrative tasks

Generate referrals and refer complex investor needs to Investment Specialist

Comply with all position guidelines in accordance to policies and procedures

**What We Are Looking For**:
minimum 5 years credit experience in a financial institution including strong mortgage lending competencies

Well-developed interpersonal and communication skills including the ability to actively listen, empathize, ask questions and respond appropriately

Ability to engage and quickly identify financial needs of our members and the branch

Sound knowledge of credit and investment products and procedures

Results oriented

Strong interview skills

Strong relationship management skills

Believes and thrives in a team environment

Excellent computer skills

**What We Offer You**:
Competitive Salary

Extended Health and Dental benefits

Defined Contribution Pension plan

Work/Life balance

Educational Assistance for professional development
- The Police Credit Union is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources._

**Job Types**: Full-time, Permanent

Pay: $60,815.00-$67,572.00 per year

**Benefits**:

- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
- Tuition reimbursement
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

**Experience**:

- Mortgage and personal lending: 5 years (required)

Work Location: In person

Application deadline: 2024-10-15
Expected start date: 2024-11-18



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