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personal banker
personal bankerLakeland Credit Union • Bonnyville, AB, CA
personal banker

personal banker

Lakeland Credit Union • Bonnyville, AB, CA
30+ days ago
Job type
  • Permanent
Job description
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 37.5 hours per week
  • Education:
  • Expérience:

    • Education

  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • or equivalent experience

    • Work setting

  • Credit union

    • Tasks

  • Approve or reject applications, or recommend applications for approval or rejection
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Complete credit and loan documentation
  • Interview applicants for loans
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • Prepare statements on delinquent accounts
  • Promote sale of credit and loan services
  • Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
  • Review and update credit and loan files
  • Submit credit and loan applications to management
  • Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers

    • Type of loan experience

  • Mortgage
  • Personal

    • Security and safety

  • Bondable
  • Credit check
  • Criminal record check

    • Work conditions and physical capabilities

  • Attention to detail
  • Fast-paced environment
  • Tight deadlines
  • Work under pressure

    • Personal suitability

  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Judgement
  • Organized
  • Team player
  • Integrity
  • Quick learner

    • Screening questions

  • Are you authorized to work in Canada?
  • Are you willing to relocate for this position?
  • Do you have experience working in this field?

    • Experience

  • 1 year to less than 2 years

    • Health benefits

  • Dental plan
  • Health care plan

    • Other benefits

  • Deferred Profit Sharing Plan (DPSP)
  • Wellness program
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Personal banker • Bonnyville, AB, CA

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