Financial Services Officer (Full Time, 14 Month Term) Kildare
Top Benefits
About the role
End Date: September 9, 2025
Grow your career with one of Manitoba's Top Employers since 2014.
At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.
At Access Credit Union, our values are straightforward:
- Do good
- Be better
- Own it
- Move forward
The Financial Service Officer (FSO) is a member-focused Brand Ambassador who is responsible for personal credit granting functions, performing analysis to assess loan viability and risk, and make the appropriate recommendations.
Using advice -based sales, the FSO is also responsible to promote and cross-sell a full range of investment products including all registered and non-registered options. They recognize member needs and promote and cross-sell credit union lending and deposit services to members.
Key Responsibilities & Accountabilities
Lending & Deposits
- Identify member needs and provide a full range of credit union products and services, including loans and mortgages, deposit and investment products, accounts, lines of credit, credit cards, etc.
- Recognize and/or respond to members' needs on deposit and lending services by providing information on the features, benefits and how they align with the member’s needs, referring more complex problems to the appropriate person or department.
- Communicate to the member all terms and conditions of any credit, deposit or investment product being presented, ensuring that all products sold are consistent with the member’s needs and risk tolerance.
- Complete credit applications thoroughly ensuring that all relevant information is included and analyzed in supporting recommendations within established limits and procedures.
Relationship Management
- Operates as the primary contact for assigned members, managing the relationships on behalf of the credit union to ensure the members’ needs are met and the relationship remains profitable.
- Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.
Team Work
- Actively participate in regular staff meetings providing input when necessary.
- Provide input into the development of and support the achievement of branch sales goals.
Business Development & Community Relations
- Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals.
- Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.
Essential Qualifications
- Grade 12 diploma
- Diploma/Certificate from a recognized post-secondary institution with focus on business or finance or equivalent
- Previous lending experience
- Understanding and adherence to relevant policies and procedures including but not limited to, the Privacy Act, Anti-Money Laundering, and Terrorist Financing Act, the Credit Union Act and Credit Union Loan Policies
- Previous customer service and/or sales experience
- Demonstrated desire to serve others in a friendly and professional manner
- Ability to identify and willingness to act upon sales and service opportunities
- Strong interpersonal and communication skills, both verbal and written
Employee Sub-Type
Fixed Term (Fixed Term)
Target End Date
2026-10-31
Starting Salary
$49,891.92
If you are interested in this position, apply today! Applications for the position close at 12:01 a.m. on the Job Posting End Date.
Financial Services Officer (Full Time, 14 Month Term) Kildare
Top Benefits
About the role
End Date: September 9, 2025
Grow your career with one of Manitoba's Top Employers since 2014.
At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.
At Access Credit Union, our values are straightforward:
- Do good
- Be better
- Own it
- Move forward
The Financial Service Officer (FSO) is a member-focused Brand Ambassador who is responsible for personal credit granting functions, performing analysis to assess loan viability and risk, and make the appropriate recommendations.
Using advice -based sales, the FSO is also responsible to promote and cross-sell a full range of investment products including all registered and non-registered options. They recognize member needs and promote and cross-sell credit union lending and deposit services to members.
Key Responsibilities & Accountabilities
Lending & Deposits
- Identify member needs and provide a full range of credit union products and services, including loans and mortgages, deposit and investment products, accounts, lines of credit, credit cards, etc.
- Recognize and/or respond to members' needs on deposit and lending services by providing information on the features, benefits and how they align with the member’s needs, referring more complex problems to the appropriate person or department.
- Communicate to the member all terms and conditions of any credit, deposit or investment product being presented, ensuring that all products sold are consistent with the member’s needs and risk tolerance.
- Complete credit applications thoroughly ensuring that all relevant information is included and analyzed in supporting recommendations within established limits and procedures.
Relationship Management
- Operates as the primary contact for assigned members, managing the relationships on behalf of the credit union to ensure the members’ needs are met and the relationship remains profitable.
- Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.
Team Work
- Actively participate in regular staff meetings providing input when necessary.
- Provide input into the development of and support the achievement of branch sales goals.
Business Development & Community Relations
- Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals.
- Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.
Essential Qualifications
- Grade 12 diploma
- Diploma/Certificate from a recognized post-secondary institution with focus on business or finance or equivalent
- Previous lending experience
- Understanding and adherence to relevant policies and procedures including but not limited to, the Privacy Act, Anti-Money Laundering, and Terrorist Financing Act, the Credit Union Act and Credit Union Loan Policies
- Previous customer service and/or sales experience
- Demonstrated desire to serve others in a friendly and professional manner
- Ability to identify and willingness to act upon sales and service opportunities
- Strong interpersonal and communication skills, both verbal and written
Employee Sub-Type
Fixed Term (Fixed Term)
Target End Date
2026-10-31
Starting Salary
$49,891.92
If you are interested in this position, apply today! Applications for the position close at 12:01 a.m. on the Job Posting End Date.