Talent.com
PenFinancial Credit Union
Financial Solutions SpecialistPenFinancial Credit Union • Niagara Falls, Ontario, Canada
Financial Solutions Specialist

Financial Solutions Specialist

PenFinancial Credit Union • Niagara Falls, Ontario, Canada
7 days ago
Salary
CA$56,340.00 yearly
Job type
  • Full-time
Job description
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 per required timelines – “first time right” including preparing instructions in support of complete, accurate and compliant loan and mortgage documentation. Ensure accurate on LOS. Provide documentation for solicitors. Conduct PPSA/Credit Bureau reports. Balance and process CDI/CI/CL reporting and remittance. Address loan extension requests, substitution of security, and complete problem solving to best suit the members’ needs. Prepare and process CAFTs, mortgage renewals, extensions, and add-backs. Check credit files, registered (TFSAs, RESPs, RRSPs, and RRIFs) and nonregistered investment entries processed by other staff to meet risk management requirements. Accurate prepare all estate related administration. Respond to all assigned reports.

  • Work with and support all staff in the branch to ensure overall exceptional brand experiences for our members. Be a positive influence on the culture within the branch. Actively support all branch campaigns and promotions. Back up MSRs as needed. Support the Saturday rotation schedule.

  • 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.

  • Interview and advise members regarding investments, including but not limited to GICs, TFSAs, RRSPs, RESPs, etc., and make referrals to appropriate staff as necessary.

  • Perform other assigned responsibilities.

Qualifications

  • 3+ years progressive experience in credit union or bank branch with lending limits

Target Salary: $56,340

Salary Range: $53,025 - $66,281

Salary will be determined based on skills, experience, education and other qualifications relevant to this position.

This role is an existing vacancy

Artificial Intelligence (AI) could be used in the application process



Additional Information

To learn more visit https://www.penfinancial.com/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.

Create a job alert for this search

Financial Solutions Specialist • Niagara Falls, Ontario, Canada

Similar jobs

Remote Financial Trading Specialist ($100/hr) - 75402 - niagara falls

Turingniagara falls, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Remote Financial Consultant ($100/hr) - 75410 - Turing

Turingniagara falls, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Financial Solutions Specialist

PenFinancial Credit UnionNiagara Falls, Niagara Region, CA
Full-time

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 produ... Show more

 • Promoted

Remote Financial Trading Specialist ($100/hr) - 75402

Turingniagara falls, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausNiagara-on-the-Lake, ON, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Aggregates Financial Leadership Controller

Walker IndustriesNiagara Falls, Canada
Full-time

Take the helm as Controller in the Aggregates field, leading financial operations.Ensure financial accuracy and compliance in a multi-site operation, while driving strategic insights for decision-m... Show more

 • Promoted

Remote Investment Banking Specialist ($100/hr) - 42463

Turingniagara falls, on, ca
Remote
Full-time

Turing is seeking Finance Professionals with strong.Investment Banking backgrounds.AI systems learn and reason about complex financial transactions.M&A, IPOs, and deal structuring.AI interprets and... Show more

 • Promoted

Remote Financial Trading Specialist ($100/hr) - 75402 - Turing

Turingniagara falls, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Remote Investment Banking Specialist ($100/hr) - 42463 - Turing

Turingniagara falls, on, ca
Remote
Full-time

Turing is seeking Finance Professionals with strong.Investment Banking backgrounds.AI systems learn and reason about complex financial transactions.M&A, IPOs, and deal structuring.AI interprets and... Show more

 • Promoted

Life Underwriting Specialist/Consultant

Empire Lifeniagara falls, on, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more

 • Promoted

Remote Growth Equity Analyst ($100/hr) - 75408

Turingniagara falls, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Remote Financial Consultant ($100/hr) - 75410

Turingniagara falls, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Sales Representative - 60k / Year - Remote

Spade RecruitingNiagara-on-the-Lake, Ontario
Remote
Full-time
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more

 • Promoted

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausNiagara-on-the-Lake, ON, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

New Business Specialist - Empire Life

Empire Lifeniagara falls, on, ca
Full-time +2

Location: Remote - Anywhere in Canada.The total target compensation (TTC) range, including salary and target bonus, is $55,968 - $84,800.This TTC range is applicable to permanent roles only; fixed-... Show more

 • Promoted

Financial Solutions Specialist Role

PenFinancial Credit UnionNiagara Falls, Niagara Region, CA
Full-time

Elevate member experiences as a Financial Solutions Specialist, focusing on loans and investments.This role emphasizes delivering service excellence and supports member success through financial gu... Show more

 • Promoted

Remote Capital Market Specialist ($100/hr) - 75399 - Turing

Turingniagara falls, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Remote Capital Market Specialist ($100/hr) - 75399

Turingniagara falls, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Life Underwriting Specialist/Consultant - Empire Life

Empire Lifeniagara falls, on, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more

 • Promoted

Remote Financial Consultant ($100/hr) - 75410 - niagara falls

Turingniagara falls, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more