Financial Services Officer

7 days ago

Ottawa, Canada Ukrainian Credit Union Limited Full time

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our Ottawa branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, **the Financial Services Officer will**:

- Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
- Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
- Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
- Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

- Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
- Open new Memberships and provide a full suite of banking solutions to meet Member needs.
- Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
- Processes all appropriate documents associated with the sale of savings and investment products.
- Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
- Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
- Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status.
- Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards. Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
- Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.
- Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
- Two years’ experience in financial services sales environment with a proven track record in sales
- Two years’ experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
- Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
- Experience working with or knowledge of a range of credit and investment products.
- Excellent analytical and problem solving skills
- Strong attention to detail and time management skills
- Computer literate - Word, Excel; Comfortable embracing new technologies
- Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
- Advanced written and verbal communication skills
- Bilingual - English; Ukrainian preferred; Polish an asset

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

**Benefits**:

- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

**Experience**:

- proven lending: 1 year (required)
- financial services: 1 year (required)

**Language**:

- English (required)

Work Location: In person

Application deadline: 2024-06-14

  • Md Financial

    2 weeks ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 198380 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **MD Financial - Account Administration Officer Internship/Co-Op**: **Fall 2024 (4 months: September - December)**: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At MD...

  • Client Services Associate

    4 weeks ago

    Ottawa, Canada CAPCORP Financial Full time

    CAPCORP is an industry leader providing trusted advice to our financial planning and employee benefits clients. Our team specializes in offering unique, comprehensive, solutions and support to companies in a wide range of industries. As a Client Service Associate you will ensure and establish strong enduring relationships with the clients and advisors you...

  • Business Development Officer

    4 weeks ago

    Ottawa, Canada GS FINANCIAL SERVICES Full time

    Education: Bachelor's degree - Experience: 2 years to less than 3 years **Work setting**: - Financial management/services **Tasks**: - Develop policies - Administer programs to promote industrial and commercial business investment in rural and urban areas - Plan development projects - Develop venture capital sources - Respond to enquiries from members of...

  • Campus Services Financial Officer

    1 month ago

    Ottawa, Canada Carleton University Full time

    **Duties and Responsibilities**: Reporting to and under the direction of the Director, Campus Services, the Campus Services Financial Officer is responsible for budget preparation and the ongoing monitoring of departmental financial activity to ensure that financial performance meets budget. The incumbent also handles administrative duties related to the...

  • business development officer

    1 month ago

    Ottawa, Canada GS FINANCIAL SERVICES Full time

    Education: Expérience: EducationBachelor's degreeWork settingFinancial management/servicesTasksDevelop policiesAdminister programs to promote industrial and commercial business investment in rural and urban areasPlan development projectsDevelop venture capital sourcesRespond to enquiries from members of the business community concerning development...

  • business development officer

    2 weeks ago

    Ottawa, Ontario, Canada GS FINANCIAL SERVICES Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsWork settingFinancial management/servicesTasksDevelop policiesAdminister programs to promote industrial and commercial business investment in rural and urban areasPlan development projectsDevelop venture capital sourcesRespond to enquiries from members of the business community concerning...

  • business development officer

    2 weeks ago

    Ottawa, Ontario, Canada GS FINANCIAL SERVICES Full time

    Education: Expérience: EducationBachelor's degreeWork settingFinancial management/servicesTasksDevelop policiesAdminister programs to promote industrial and commercial business investment in rural and urban areasPlan development projectsDevelop venture capital sourcesRespond to enquiries from members of the business community concerning development...

  • business development officer

    4 weeks ago

    Ottawa, Canada GS FINANCIAL SERVICES Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsWork settingFinancial management/servicesTasksDevelop policiesAdminister programs to promote industrial and commercial business investment in rural and urban areasPlan development projectsDevelop venture capital sourcesRespond to enquiries from members of the business community concerning...

  • Senate Ethics Officer

    3 weeks ago

    Ottawa, Canada Office of the Senate Ethics Officer Full time

    **Portfolio**: - Parliament**Organization**: - Office of the Senate Ethics Officer**Position title**: - Senate Ethics Officer**Type**: - Part-time**Location**: - Ottawa, Ontario**Application Review Date**: - August 20, 2024**Opportunity number**: - J0524-0884**Salary range**: Under review A major responsibility of the Office is to advise Senators on...

  • Office Assistant

    3 weeks ago

    Ottawa, Canada Financial Health Partners Full time

    **Job description** **Office Assistant** Financial Health Partners Ottawa, ON Full-time, Permanent $40,000 - $45,000 a year **Take charge of your career and own your future!** Financial Health Partners (FHP) is a leading Wealth Planning Firm based in Ottawa. **Key Responsibilities Include**: - Process and execute investment and insurance...

  • Financial Advisor

    4 weeks ago

    Ottawa, Canada Educators Financial Group Full time

    **Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...

  • Senate Ethics Officer

    2 weeks ago

    Ottawa, Ontario, Canada Office of the Senate Ethics Officer Full time

    Portfolio: ParliamentOrganization: Office of the Senate Ethics OfficerPosition title: Senate Ethics OfficerType: ParttimeLocation: Ottawa, OntarioApplication Review Date: August 20, 2024Opportunity number: J Salary range: Under reviewA major responsibility of the Office is to advise Senators on how to meet their obligations under the Code.The duties and...

  • Financial Consultant

    6 days ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 196530 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team. As a Financial Consultant,...

  • Office Administrator

    3 weeks ago

    Ottawa, Canada Globedex Financial Corp. Full time

    Globedex Financial Corp. is a full service tax and accounting firm. Since our founding, we've built a firm that specializes in helping our clients with problems they may have. Our mission and purpose is to provide affordable products and services that relieve the small-to-medium sized business owner or manager the headaches of the financial aspects of their...

  • Financial Consultant

    2 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 196530Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team.As a Financial Consultant, Regional...

  • Personal Financial Planner

    2 weeks ago

    Ottawa, Canada Arrow Financial Business Full time

    Choose Local, Choose Welch LLP Headquartered in Ottawa, the key to our successis continually evolving to meet the needs of our employees, clients and the marketplace.With a full suite of professional services, ranging from traditional assurance to expert business advisory, our clients respect and value the firm’s expertise and commitment to exceptional...

  • Office Administrator

    2 weeks ago

    Ottawa, Ontario, Canada Globedex Financial Corp. Full time

    Globedex Financial Corp. is a full service tax and accounting firm. Since our founding, we've built a firm that specializes in helping our clients with problems they may have. Our mission and purpose is to provide affordable products and services that relieve the small-to-medium sized business owner or manager the headaches of the financial aspects of their...

  • chief financial officer

    2 weeks ago

    Ottawa, Ontario, Canada Virsa Foundation Full time

    chief financial officer (CFO) - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. Posted onMarch 21, 2024 by Employer details Virsa Foundation Job details chief financial officer (CFO) - financial, communication

  • Financial Consultant

    2 weeks ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 198289 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant - Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities. **Is this role right...

  • Financial Consultant

    4 weeks ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 187418 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team. As a Financial Consultant,...