Financial Services Officer
2 weeks ago
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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