About the role
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!
About Kawartha Credit Union
Since 1952, Kawartha Credit Union has been committed to supporting the financial well-being and quality of life in the communities we serve. Membership at Kawartha is open to anyone looking for a local-focus financial services provider. Our success is the result of our dedication to superior personal service and employee engagement, and Kawartha has been repeatedly recognized as a Best Employer.
With more than 65 years of banking history, Kawartha delivers a wide range of competitive products and services through online, mobile and telephone channels, 25 convenient branch locations from Parry Sound to Cornwall, and through The Exchange® Network of more than 2,500 surcharge free ATMs in Canada and the U.S.
Kawartha supports the well-being of the communities we serve through our Community Involvement Program. In addition to almost $3 million in corporate donations, our dedicated employees volunteer their time and talents to many initiatives throughout the year.
About the role
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!
About Kawartha Credit Union
Since 1952, Kawartha Credit Union has been committed to supporting the financial well-being and quality of life in the communities we serve. Membership at Kawartha is open to anyone looking for a local-focus financial services provider. Our success is the result of our dedication to superior personal service and employee engagement, and Kawartha has been repeatedly recognized as a Best Employer.
With more than 65 years of banking history, Kawartha delivers a wide range of competitive products and services through online, mobile and telephone channels, 25 convenient branch locations from Parry Sound to Cornwall, and through The Exchange® Network of more than 2,500 surcharge free ATMs in Canada and the U.S.
Kawartha supports the well-being of the communities we serve through our Community Involvement Program. In addition to almost $3 million in corporate donations, our dedicated employees volunteer their time and talents to many initiatives throughout the year.