Financial Services Specialist at Provincial Credit Union (Prince Edward Island)

Financial Services Specialist at Provincial Credit Union (Prince Edward Island)

22 Sep
|
Provincialcu
|
Prince Edward Island

22 Sep

Provincialcu

Prince Edward Island

Become a Financial Services Specialist with Provincial Credit Union, serving Wellington to O'Leary, PEI. Provide essential financial advice and support to enhance member experiences.

As a Financial Services Specialist, you'll focus on delivering expert advice in banking, loans, and investments. Your role involves meeting members to assess their financial needs and guiding them through complex decisions. Help foster financial literacy and member engagement through tailored solutions and compliance adherence.

Key Responsibilities:
• Educate members on day-to-day banking and loans
• Meet with clients to evaluate financial requirements
• Analyze and assess credit applications accurately




• Ensure loan agreements comply with established guidelines
• Promote deposit products and collaborate with financial planners

Requirements:
• Degree in Business, Finance, or related field
• Previous experience in financial services advisory positions
• Robust analytical and relationship management skills
• Bilingualism in French and English is a bonus
• Flexibility to travel between branches as required

Leverage your skills to guide members at Provincial Credit Union towards financial success.
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📌 Financial Services Specialist at Provincial Credit Union (Prince Edward Island)
🏢 Provincialcu
📍 Prince Edward Island

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