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Financial Advisor
2 weeks ago
Company Description
We are current looking for an awesome person to join our Fourth Avenue Branch in St.Catharines
**Why join PenFi**
We have a lot of reasons to be proud to work here.
- We have a deluxe benefits package, success sharing program and comprehensive pension plan
- Local is everything. We're all about working with local businesses and partnering with our communities to make them strong and vibrant
- As a credit union, living the co-operative principles are part of our long and rich history
- We develop meaningful relationships with our co-workers and members - that means learning about their passions, families, ambitions and doing what we can to improve their lives
- We have a unique culture where we take our business seriously, but we like to have a little fun along the way
- Education is a priority and we offer an abundance of leadership and professional development programs and training to help you be the best you can be
- Corporate Social Responsibility is alive and well. From our award winning Skates for Kids Program to delivering financial literacy to new Canadians, to sponsoring local events - we donate our time, money and expertise
- We are all PenFi ambassadors and we live our truly local brand from the inside out
**Who we are**
We live, work and play in the Niagara Peninsula. We know Niagara's economy, it's people and every unique community. With over 20,000 personal and business members, we offer all of the products and services that our members have grown to know and love from their truly local credit union. We employ 100 truly awesome people with a desire to provide remarkable member experiences every single day.
**Job Description**:
Provide exceptional brand experiences for our members or a prospecting member by utilizing knowledge to deliver value-added advice and financial planning services to members. Act as primary resource for account openings. Maintain a high profile and image as the financial institution of choice in the community of the branch by establishing member client and non-member client relationships and business contacts. Complete all administrative duties accurately and as per required timelines - “first time right”. Make sound lending decisions within limits.
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Differentiating Accountabilities (**Duties may vary by branch location and size)**:
- Build value-added relationships with both members and non-members to promote PenFinancial as a financial institute of choice with the community. Act as the primary resource for opening new accounts and effectively match appropriate services to member client needs. Keep a watch for opportunities to promote other member services to support member success. Proactively monitor member renewals, maturities, etc. (internal and external) as well as contact at critical stages or other pertinent thresholds (financial, age, etc.). Execute the branch marketing program to support member growth within the objectives set out in the business plan. Administer and provide input into the business referral programs.
- Provide individualized financial planning, debt consolidation, budgeting advice to members. As required, make referrals to appropriate staff. Meet with families to review accounts of deceased members and provide advice. Lead the account opening process.
- Make sound loan and mortgage decisions within discretionary limits and/or make recommendations for approvals and/or declines to manager. As appropriate, sell and cross sell credit union loan insurance products through the education of members.
- Complete all administrative duties accurately and as per required timelines - “first time right” including preparing instructions in support of complete, accurate and compliant loan and mortgage documentation. Act as the primary resource for closing accounts and estate administration including claims on share and loan insurance. Ensure that appropriate documents are processed that are associated with the sale of savings and registered and non-registered investment products, transfers, or withdrawals. Support compliant accounts.
- Work with and support all staff in the branch to ensure overall exceptional brand experiences for our members. Assume responsibility for establishing and maintaining effective coordination and working relationships with area personnel and FAs. Support the Opening and Closing of branch including MSR cash verification and lock up, setting of alarms, etc. Be a positive influence on the culture within the branch.
- Review and act on all delinquent accounts and maintain a systematic collection procedure for early identification of problem accounts and promptly initiate and/or recommend appropriate action to minimize risk and initiate action under direction of Branch Manager.
- Perform other assigned responsibilities.
**Qualifications**:
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3 to 5 years progressive experience in credit union or bank branch with lending limits
- Mutual Funds license which includes completion of the following: Investme
