Financial Services Representative

Kawartha Credit Union; Kingston; On-site; CAD 45,000 - 65,000; Full time

Job summary

Kawartha Credit Union is seeking a Financial Services Representative in Kingston, ON. This role involves advising members on personal finance, conducting credit assessments, and providing outstanding customer service. Candidates should have experience in lending, strong organizational and sales skills, and a commitment to member-focused service.

Qualifications

• Minimum of two years of comprehensive experience in consumer lending is required.
• Mutual Funds License, active and in good standing.

Responsibilities

• Specialize in retail lending and recommend solutions for members.
• Conduct interviews and process loans, lines-of-credit, and mortgages.
• Provide needs-based financial advice and monitor renewal of investments.

Skills

Sales Skills

Organizational Skills

Time Management Skills

Member Service Skills

Education

Post-secondary education in business or financial planning

Job description

Financial Services Representative (Permanent, Full-time)

Location: Kingston, ON

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: Dependent on experience

As a Financial Services Representative, You Will

• Specialize in retail lending, recommending solutions which will enable our members to achieve their personal financial objectives.
• Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area.
• Conduct interviews (personal loans, lines-of-credit and mortgages), complete document/application preparation and credit analysis.
• Approve or decline credit applications that are within assigned lending limits; or make a recommendation to the applicable Manager/Lender for approval or decline of credit applications not within assigned lending limits.
• Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning.
• Identify opportunities to generate sales and new members.
• Monitor the renewal of maturing investments, mortgages and loans. Ensure members receive appropriate notice, advising of alternative options and assist with renewals.
• Establishing and maintaining effective relationships with members by providing excellent member service.
• Perform other duties as needed or assigned.
  
  

Qualifications

• Post-secondary education with emphasis in business or financial planning would be an asset
• A minimum of two years’ comprehensive experience in consumer lending
• Advanced member service and sales skills
• Excellent organizational and time management skills
• Mutual Funds License, active and in good standing
• Willingness to complete additional educational components as required
  
  

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now!