Financial Services Representative Ii

1 week ago


Winnipeg, Canada Me-Dian Credit Union Full time

A day in the life as a Financial Service Representative II:
You will evaluate, authorize, or recommend approval of personal loans and mortgages. Work with members to identify their financial goals and suggest appropriate Products and Services. Provide members with financial guidance and financial literacy. You would be a part of a dynamic and diverse team collaborating closely with various internal departments to provide excellent and efficient member service by:

- Provide members with financial guidance, financial literacy and suggest appropriate products and services.
- Prepare documentation for all lending products and services provided to members.
- Answer inquiries from members regarding our credit products, account and loan activities, service charges, etc. Update banking system with members information.
- Open New Memberships, sub - accounts and administer estate accounts.
- Assist the Lending administration team with managing loan delinquency.
- Additional responsibilities may include other tasks or projects as required.

What are we looking for:

- A minimum 2 years of lending experience in a financial institution, experience with mortgages strongly preferred.
- Formal Post-Secondary education in Business Administration with a focus on Financial Services considered an asset.
- Strong Commitment to teamwork with the ability to work in a team-based organization.
- Excellent verbal and written communication skills.
- Ability to work under mínimal supervision, within a highly regulated environment.
- Ability to interact with members from diverse cultures and backgrounds.
- Community focused, whether our own community or other communities.

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

Pay: $47,834.00-$57,401.00 per year

**Experience**:

- Financial services: 2 years (preferred)

Work Location: In person



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