Join PenFinancial Credit Union as a Financial Services Expert and enhance member relationships through dedicated loan and investment consultations. This role emphasizes community engagement across Niagara and Haldimand.
As a Financial Services Expert, you will apply your 3+ years of banking experience to deliver tailored financial solutions to members. Focus on creating value for clients and providing personalized services, such as loans, mortgages, and investment products. You will also handle essential administrative duties effectively to maintain compliance and excellent service.
Key Responsibilities:
• Assist members in determining financial solutions
• Provide detailed loan and mortgage recommendations
• Ensure accurate and complete loan documentation




• Foster a cooperative ambiance across the branch
• Address and manage overdue accounts systematically
Requirements:
• 3+ years in banking or credit union settings
• Proven experience with loans and investments
• Exceptional organizational and administrative skills
• Strong interpersonal skills for member relations
• Commitment to promoting a supportive team culture
Become an integral part of PenFinancial by enhancing member experiences and promoting financial health.
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📌 Financial Services Expert for PenFinancial (Niagara Falls)
🏢 Penfinancial Credit Union
📍 Niagara Falls