Lending And Investment Specialist Role Welland

Lending And Investment Specialist Role Welland

30 Aug
|
PenFinancial Credit Union
|
Welland

30 Aug

PenFinancial Credit Union

Welland

Advance your financial career as a Financial Solutions Specialist with PenFinancial Credit Union. Deliver exceptional member experiences through lending services and financial product offerings. With a commitment to community and member success, this role at PenFinancial requires over three years of experience in banking or credit unions.

You will meet with members to guide them through loans, mortgages, and investment options, ensuring timely and accurate administration. This position also involves collaborating with colleagues to support a vibrant branch culture. Key Responsibilities:
Meet with members for loan approvals and advice
Provide information on loans and investment products
Maintain accurate administrative processes
Contribute positively to branch culture and campaigns
Manage and address delinquent accounts responsibly Requirements:
3+ years of credit union or banking experience
Proficient in lending and investment decision-making
Skilled in administrative tasks and documentation
Ability to foster robust member relationships
Familiarity with various investment products Join PenFinancial to enhance lives through financial solutions and community engagement.

📌 Lending And Investment Specialist Role Welland
🏢 PenFinancial Credit Union
📍 Welland

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