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Credit officer Jobs in Hamilton, ON

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Credit officer • hamilton on

Last updated: 5 days ago
  • Promoted
Financial Services Officer

Financial Services Officer

DUCA Financial Services Credit Union Ltd.Burlington, ON, Canada
Full-time
We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer.F...Show moreLast updated: 14 days ago
Northern Credit Union President & CEO

Northern Credit Union President & CEO

BoydenON, CA
Permanent
Since 1957, Northern Credit Union has provided personal and business banking products, services, and financial planning expertise to approximately 88,000 members across 26 communities as a full-serv...Show moreLast updated: 30+ days ago
  • Promoted
Chief Development Officer

Chief Development Officer

Human Concern InternationalOntario, ON, Canada
Full-time +1
Job Posting - CHIEF DEVELOPMENT OFFICER.At Human Concern International, we are more than just a great and open place to work our work is life-changing. Together, we strive to move families from cris...Show moreLast updated: 30+ days ago
Manager, Credit

Manager, Credit

Royal Bank of CanadaBurlington, Ontario, Canada
Full-time
In this role you will be responsible for reviewing and decision client borrowing requests / transactions within delegated lending authorities (DLA) with focus on the balance of revenue maximization a...Show moreLast updated: 8 days ago
  • Promoted
administrative officer

administrative officer

Government of Canada - CentralHamilton, ON, Canada
Full-time
Work must be completed at the physical location.There is no option to work remotely.Review and evaluate new administrative procedures. Establish work priorities and ensure procedures are followed an...Show moreLast updated: 30+ days ago
  • Promoted
Bilingual RCAP Equipment Finance Associate

Bilingual RCAP Equipment Finance Associate

RBCBurlington, Halton Region, Canada
Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes, supporting ...Show moreLast updated: 6 days ago
administrative officer

administrative officer

Fast Fix Appliance Solution IncHamilton, ON, CA
Permanent
Review and evaluate new administrative procedures.Establish work priorities and ensure procedures are followed and deadlines are met. Carry out administrative activities of establishment.Administer ...Show moreLast updated: 30+ days ago
Research Officer

Research Officer

Cuso InternationalHamilton, Ontario
Full-time
This Volunteer Placement is located in.Eligibility : Open to Canadian Citizens and Permanent Residents of Canada only.The overall purpose of the placement is to strengthen the capacity of the Caribb...Show moreLast updated: 30+ days ago
Patrol Officer

Patrol Officer

Precise ParklinkHamilton, ON
Full-time +1
Precise ParkLink is a Canadian parking and mobility solution provider with more than 1000 employees, a head office in Toronto, and 18 supporting offices nationwide. Precise ParkLink manages thousand...Show moreLast updated: 21 days ago
  • Promoted
Chief Financial Officer

Chief Financial Officer

StafflinkHamilton, ON, Canada
Full-time
Altis Recruitment is assisting one of our top clients in the construction manufacturing industry with an exciting search for their next Chief Financial Officer. The Chief Financial Officer (CFO) wil...Show moreLast updated: 19 days ago
administrative officer

administrative officer

CANADIAN TIRE GAS BARWaterdown, ON, CA
Full-time +1
Review and evaluate new administrative procedures.Establish work priorities and ensure procedures are followed and deadlines are met. Carry out administrative activities of establishment.Administer ...Show moreLast updated: 30+ days ago
Credit Manager

Credit Manager

CaterpillarBurlington, Ontario, Canada
Full-time
Your Work Shapes the World at Caterpillar Inc.When you join Caterpillar yourejoining a global team who cares not just about the work we do but also about each other. We are the makers problem solve...Show moreLast updated: 30+ days ago
Financial Services Officer

Financial Services Officer

DUCA Financial Services Credit UnionBurlington, Ontario, Canada
Full-time
Were a vibrant exciting credit union that lives its profits with a purpose philosophy in every financial transaction product interest rate and community initiative we offer.Founded in 1954 DUCA has...Show moreLast updated: 8 days ago
Operations Manager

Operations Manager

HmecuHamilton, Ontario, Canada
Full-time
Regular Full -Time One (1) Existing Vacancy.Head Office - 209 Limeridge Rd East Hamilton ON.Hybrid Work Environment Available. Do you bring high energy and a positive attitude to the team Do you en...Show moreLast updated: 5 days ago
Credit and Collections Analyst

Credit and Collections Analyst

BGISBurlington, ON, Canada
Full-time
BGIS is a leading provider of customized facility management and real estate services.With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the service...Show moreLast updated: 28 days ago
Business Development Executive, Alternative Lenders / Credit Unions

Business Development Executive, Alternative Lenders / Credit Unions

TransUnion LLCBurlington, Canada
Full-time
At TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to hel...Show moreLast updated: 20 days ago
People also ask
Financial Services Officer

Financial Services Officer

DUCA Financial Services Credit Union Ltd.Burlington, ON, Canada
14 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Why DUCA?

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™ .

DUCA () is the fastest organically growing large Credit Union in Canada distinguished for the following :

  • Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
  • Competitive rates.
  • Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
  • Profit sharing among Members.
  • Multiple ways to bank—online, mobile app, phone / full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24 / 7
  • A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab (), a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.

A career with one of Canada’s fastest growing credit unions means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

Financial Services Officer

We are looking for a new Financial Services Officer to join our dynamic Burlington branch!

Branch Hours

Mon to Wed : 9 : 30 am to 5 : 00 pm

Thur : 9 : 30 am to 7 : 00 pm

Fri : 9 : 30 am to 5 : 00 pm

Sat : 9 : 30 am to 1 : 00 pm

Job Purpose & Summary

The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and achieve more with their money and their lives. The Financial Services Officer establishes relationships with Members, understands their goals, and provides them with holistic financial advice on a range of DUCA products and services that will enable them to achieve these goals. The FSO also helps develop new business with existing and potential Members through participation in branch campaigns and events, and establishing relationships within the community.

The FSO is a senior member of our small branch advisory teams and is responsible for providing leadership and coaching to other team members in the absence of the Branch Manager.

Key Accountabilities & Duties

  • Establish strong relationships with Members and ask open-ended questions to discover Members’ life events, financial situation, risk profile, and short- and long-term goals.
  • Proactively provide needs-based advice by developing and presenting customized financial solutions that will help Members achieve their goals
  • Utilize sound interviewing, judgement and analysis skills to identify and provide recommendations on credit solutions within guidelines, on products including mortgages, loans, lines of credit and credit cards
  • Provide sound investment advice and identify appropriate solutions including registered and non-registered term deposits, TFSA’s, mutual funds, and other wealth solutions. Maintain up-to-date knowledge of economic and market conditions.
  • Open new Member accounts and provide other banking solutions to meet Member needs
  • Generate referrals for more complex needs to our Commercial or Wealth Management teams
  • Provide exceptional Member service by developing and deepening relationships, maintaining regular communication, and providing timely responses and value-added information and advice to Members
  • Work towards achieving or exceeding individual and branch objectives, while always acting in the best interest of our Members
  • Identify opportunities to develop business within the community and attract new Members to DUCA by establishing “centres of influence” outside the branch, and participating in community and branch events as a representative of DUCA
  • Complete and process all work within guidelines and in accordance to compliance, audit, policies, and procedures
  • Occupational Experience & Education Requirements

  • Post-secondary education
  • A minimum of 3 years’ experience in a financial services sales environment and a minimum of 1 year in an advisory role with a proven track record in sales
  • Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license
  • Experience working with or knowledge of a range of credit and investment products
  • Knowledge, Skills & Attributes

  • Passionate about providing excellent Member service and helping others to achieve their goals
  • Exceptional written and verbal communication skills
  • Strong relationship management skills
  • Strong business acumen and financial industry knowledge
  • Proven sales skills
  • Strong attention to detail and time management skills
  • Experience using Microsoft Office suite of products
  • Experience using Customer Relationship Management (CRM), Loan Originating System (LOS), or other related software, considered an asset
  • Excellent analytical and problem-solving skills
  • Dedication to continual learning and development
  • Department : Retail Banking

    Primary Location : Burlington Branch - 2017 Mount Forest Drive, Burlington, Ontario , L7P 1H4

    Employment Status : Full-Time

    Hours per Week : 38

    Salary : The annual salary range for this position starts at $57,857. Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education / training. Depending on the position, DUCA’s total compensation package may include incentive compensation tied to company and individual performance or other benefits.

    Number of Vacancies : 1

    DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

    Qualified applicants are encouraged to submit their application. Applications must include a resume.

    We thank all applicants but only those considered for an interview will be contacted.