Financial Solutions Specialist at PenFinancial (Welland)

Financial Solutions Specialist at PenFinancial (Welland)

06 Aug
|
PenFinancial Credit Union
|
Welland

06 Aug

PenFinancial Credit Union

Welland

Elevate your career with PenFinancial Credit Union as a Financial Solutions Specialist. Deliver exceptional member service, making sound lending decisions and promoting unique financial products. This role requires a financial solutions expert with over three years of experience in credit unions or banks.

You will engage directly with members, providing personalized financial counseling and promoting various services, including loans and investments. Your accuracy in administrative tasks will support operational excellence and promote member success every day. Key Responsibilities:

- Meet with members for loan and mortgage decisions
- Promote additional services to enhance member success
- Complete administrative duties accurately and on time
- Support staff and branch campaigns positively
- Review delinquent accounts and recommend actions Requirements:
- 3+ years of experience in credit union or banking
- Proven lending decision-making skills
- Robust administrative and organizational abilities
- Excellent communication and interpersonal skills
- Knowledge of investment products and services Bring your expertise in lending and member relations to PenFinancial, where you can truly make a difference.

📌 Financial Solutions Specialist at PenFinancial (Welland)
🏢 PenFinancial Credit Union
📍 Welland

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