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PenFinancial Credit Union: Financial Advisor – Current Need At Our Fort Erie Branch

PenFinancial Credit Union

This is a Contract position in Montreal, QC posted March 19, 2021.

Company DescriptionWhy join PenFiWe have a lot of reasons to be proud to work here.We have a deluxe benefits package, success sharing program and comprehensive pension planLocal is everything.

We’re all about working with local businesses and partnering with our communities to make them strong and vibrantAs a credit union, living the co-operative principles are part of our long and rich historyWe 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 livesWe have a unique culture where we take our business seriously, but we like to have a little fun along the wayEducation is a priority and we offer an abundance of leadership and professional development programs and training to help you be the best you can beCorporate 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 expertiseWe are all PenFi ambassadors and we live our truly local brand from the inside outWho We AreWe 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 DescriptionOur CommitmentImprove lives and strengthen communities by living our vision to be your truly local financial partner of choice, committed to inclusive and authentic relationships.

Ensure that the member and employee experience is personal and simple.

Be accountable by taking ownership for success while ensuring inclusivity, social responsibility and cooperative principles.

Share your passion, including delivering personal service by listening, guiding, nurturing and caring.

Demonstrate integrity by developing trusting relationships and maintaining the highest ethical standards.

Build mutual respect through honest and authentic relationships.

Focus on knowledge with a commitment to continuous learning.

Be a proud ambassador of PenFinancial Credit Union including promoting and delivering on the goal of our Truly Local Commitment (TLC) to live our values-based banking philosophy by transforming banking to improve lives and strengthen communities.

Job FunctionUnder general supervision, market the organization’s products and services within defined policies and procedures.

Promote, up sell and cross sell the full range of lending and investment vehicles with emphasis on consumer loans, mortgages, credit card products, lines of credit, deposit and investment vehicles.

Act as the liaison between member clients and various credit union departments (i.E.

loans, deposits, finance).

Is the primary resource for opening new member accounts and for actively soliciting membership growth opportunities by following up on incoming credit checks, staff referrals, sales initiatives and member client inquiries.

Actively participates in all branch campaigns and promotions and champions the organization’s service and business development culture by performing all aspects of the mandate.

Maintain a high profile and image as the financial institution of choice in the branch trading area by establishing member client and non-member client relationships and business contacts and by assisting other branch staff in resolving non-routine member questions and inquiries.Major Duties & ResponsibilitiesDuties may vary by branch location and size.Exhibit a high commitment to member relationships by identifying and responding to the members’ needs with the appropriate application of relationship marketing.Identify opportunities to promote, up sell, and cross sell the credit union’s credit products including consumer loans, mortgages, lines of credit and credit cards, as well as deposit and investment products.Act as the primary resource for opening new accounts and effectively match appropriate services to member client needs.Use self initiative to identify and act upon business development opportunities.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.

Ensure forms associated with providing insurance, card products and other sundry services are completed appropriately.Interview loan and mortgage applicants, analyze financial information, assess credit and approve loans and mortgages within discretionary limits and/or make recommendations for approvals/declines to supervisor.

Ensure that underwriting policies are strictly adhered to and that proper documentation is obtained.Approve loans and mortgages within discretionary limits and/or make recommendations for approvals/declines to Manager.Sell and cross sell credit union loan insurance products through the education of members.Provide individualized financial planning services and information to members on loan services and deposit products offered through the credit union.Execute the branch marketing program to attain loan, deposit, sundry product and member growth within the objectives set out in the business plan.Proactively monitor member renewals, maturities, etc.

(internal and external) as well as contact at critical stages or other pertinent thresholds (financial, age, etc.).Assume responsibility for establishing and maintaining effective coordination and working relationships with area personnel and FAs.Represent the credit union in the community by participating in local business activities and community functions.Ensure that reports, as required, are promptly and accurately prepared.Prepare loan application and ensure instructions outlining conditions of loan are clearly laid out on check list (i.E.

loan type, interest rate, securities, searches, liens, administration fees, CAFTS, etc.) for appropriate loan documentation.Conduct normal follow up on bankruptcies and delinquent accounts and maintain a systematic collection procedure for early identification of problem accounts and promptly initiate or recommend appropriate action to minimize risk.Interpret the branch operating procedures, lending policies and security requirements and ensure that guidelines are adhered to.Maintain educational requirements and ensure industry and product knowledge and information is up to date.Assign duties and provide support to others providing administrative assistance to this role and ensure that their knowledge and information is up to date.Keep Branch Manager informed of financial services activities and of any related issues.Administer and provide input into the business referral programs.Responsible for Opening and Closing of branch including MSR cash verification and lock up, setting of alarms, etc.Attend and participate in meetings as required.Act as an ambassador of PenFinancial by looking for opportunities to promote products and services and seek referrals from members and non-members.Perform any other duties as assigned.QualificationsEducational requirementsPFP or CFP designation is requiredAdditional InformationTo learn more visit https://penfi.Ca/careers/While we welcome all applications, only those who are selected for an interview will be contacted.Accessibility accommodations will be made for job candidates upon request.