Financial Services Officer

3 days ago

Bedford, Canada Teachers Plus Credit Union Full time

Teachers Plus Credit Union is a community based full-service financial institution located in Bedford, Nova Scotia, serving approximately 2700 members. We are committed to our community and offer a workplace that strives to live its values everyday.

Reporting to the Manager Financial Services, the Financial Services Officer is responsible for examining, evaluating, authorizing, and recommending solutions to our members in response to their request for lending products, deposit products or financial planning. The incumbent is also responsible for discovering and recommending any other products offered by the credit union from which the member would benefit.

**To be successful in the role, you would**:

- Conduct personal or telephone interviews with new or current members to obtain personal and financial data to determine lending and/or investment needs.
- Analyze financial status, credit history, and any other pertinent information including security valuation to determine feasibility of granting credit. Approve or decline loan within authorized lending limits or recommend approval to next level
- Compile loan package and negotiate loan structure with applicant including interest rates, terms, repayment options and other credit terms depending on risk profile.
- Provide general financial planning, budgeting advice and retirement planning by evaluating current savings and pension savings. Refer member to partners as required by the complexity of the needs.
- Assist with growing business through marketing activities including actively interacting with the community and helping members and non-members grow their financial knowledge. This may include presenting sessions on specific financial topics to small groups.
- Recognize any opportunities to appropriately cross-sell credit union products or refer to credit union partners.
- Monitor overdraft activities to ensure members are operating within credit union guidelines and the risk of loss is minimized.
- Ensure adherence to credit union policies as well as any applicable legislation
- Complete reports and other duties as assigned.

**Your background**:
**We offer**:

- This position is at TPCU Level 4 and has a salary range of $51,538.90 - $60,634.00
- Vacation starts at three weeks and includes an extra day for your birthday
- Participation in a generous defined benefit pension plan as well as a 100% employer funded medical coverage and shared dental coverage
- Additional staff benefits which includes waived banking service fees, a wellness credit and reduced staff interest rates on loans and mortgages
- An outstanding working environment that focuses on the well-being of our staff and members
- A strong belief in continuing education for both self-fulfillment and to improve how we do our job

**Please note that the successful applicant will need to be bondable.**

**Interested in applying?**

Pay: $51,538.00-$60,634.00 per year

Additional pay:

- Bonus pay

**Benefits**:

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

Flexible language requirement:

- French not required

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Bedford, NS B4A4E9: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Retail Lending: 3 years (required)

Work Location: In person

Application deadline: 2024-11-22

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