Join PenFinancial Credit Union as a Financial Solutions Specialist, providing expert financial guidance to our members in Niagara. Utilize your experience to enhance member engagement and service success.

In this role, you will leverage your skills from over three years in financial institutions to assist members with loans, mortgages, and investment products. Your proactive approach will help identify opportunities to support member financial health while ensuring compliance in all administrative tasks. You'll also play a vital role in fostering a strong community-focused culture.

Key Responsibilities:
• Gather key information for lending decisions
• Provide personalized financial counseling to members




• Ensure accurate documentation for loans and mortgages
• Conduct outreach to support credit union initiatives
• Address issues related to delinquent accounts

Requirements:
• Minimum 3 years in a credit union or bank
• Experience with lending limits and decision-making
• Robust ability to handle financial administrative tasks
• Exceptional relationship-building skills
• Knowledgeable of investment services and products

Shape the future of finance for members in Niagara at PenFinancial with your financial expertise.
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📌 Expert Financial Specialist in Niagara (Ontario)
🏢 PenFinancial Credit Union
📍 Ontario