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financial services officer Verified
Posted on April 19, 2024 by Employer details LAKE VIEW CREDIT UNION
Job details
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. 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. Type of loan experience: Automobile. Mortgage. Personal. Student. 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: Client focus. Excellent oral communication. Excellent written communication. Organized. Team player. Screening questions: Are you currently legally able to work in Canada?. Do you currently reside in proximity to the advertised location?. Do you have previous experience in this field of employment?. Experience: 1 year to less than 2 years. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: As per collective agreement. Registered Retirement Savings Plan (RRSP). Other benefits: Wellness program.- LocationDawson Creek, BC
- Salary$5,479 to $6,211MONTH monthly (To be negotiated) / 37.5 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Start date Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Other benefits
- vacancies 1 vacancy
- Verified
- Source Job Bank #2887362
Overview
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- or equivalent experience
Experience
1 year to less than 2 years
Work setting
- Credit union
Responsibilities
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
- 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
Experience and specialization
Type of loan experience
- Automobile
- Mortgage
- Personal
- Student
Additional information
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
- Client focus
- Excellent oral communication
- Excellent written communication
- Organized
- Team player
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- As per collective agreement
- Registered Retirement Savings Plan (RRSP)
Other benefits
- Wellness program
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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