Investment Solutions Consultant

4 weeks ago


St Catharines, Ontario, Canada PenFinancial Credit Union Full time
Position Overview

We are seeking a committed professional to become a part of our organization and deliver outstanding service experiences for our clients. Your primary duties will encompass:

  • Engaging with clients to collect essential details for loan and mortgage evaluations
  • Executing all administrative tasks with precision and promptness
  • Assisting branch personnel to guarantee superior client interactions
  • Analyzing and addressing overdue accounts
  • Guiding clients on investment opportunities and making suitable referrals
  • Carrying out additional assigned tasks
Requirements
  • A minimum of 3 years of experience in a credit union or banking environment with lending authority

For further details about this position, please visit our website. Only shortlisted candidates will be contacted for an interview. Accessibility accommodations are available upon request.



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