Elevate your career with Kawartha Financial Services as a Financial Services Representative in retail banking. Focus on retail lending and mutual funds to help members achieve their financial goals.
In this full-time, in office position, you will leverage your financial services experience and establish effective member relationships. Your role will include conducting member interviews, providing needs-based advice, and adjudicating credit applications. We welcome applicants looking to develop their advisory skills while supporting member financial objectives.
Key Responsibilities:
• Specialize in retail lending and mutual fund solutions
• Conduct member interviews for personal loans and mortgages
• Adjudicate credit applications within limits




• Provide counseling on budgeting and retirement planning
• Maintain excellent relationships with members
Requirements:
• Post-secondary education in business or finance
• Minimum two years in consumer lending
• Advanced member service and sales skills
• Excellent time management abilities
• Mutual Funds License preferred or commitment to obtain
Drive member success by providing exceptional financial guidance and support at Kawartha Financial Services.
#J-18808-Ljbffr

📌 Retail Banking Financial Services Role (Brockville)
🏢 Kawartha Credit Union
📍 Brockville