NeverHard
Financial Solutions Specialist at PenFinancial Credit Union — NeverHard
Financial Solutions Specialist at PenFinancial Credit Union in Niagara, Ontario. View salary, required skills, and apply on NeverHard.
- Company
- PenFinancial Credit Union
- Location
- Niagara, Ontario
- Type
- not_specified
Job Description
Provide exceptional brand experiences for our members or a prospecting Member by delivering value-added service to members including loans, mortgages, registered and non-registered investment products and keep a watch for opportunities to promote other member services to support member success. Complete all administrative duties accurately and as per required timelines – “first time right”. Make sound lending decisions within limits.
Differentiating Accountabilities (
Duties may vary by branch location and size):
Meeting with members to gather all required information needed to make sound loan and mortgage decisions within discretionary limits and/or make recommendations for approvals and/or declines to manager. Identify opportunities to promote other member services to support member success. As appropriate, provide individualized financial counseling (i.e. debt consolidations, budgeting) and information to members. Meet with families to review accounts of deceased members. Lead the account opening process. As appropriate, sell and cross sell credit union loan insurance products through the education of members.
Complete all administrative duties accurately and as
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