18 Oct
|
Provincial Credit Union
|
Charlottetown
18 Oct
Provincial Credit Union
Charlottetown
Account Associate
Branch Location : Charlottetown, PE
At Provincial Credit Union, we’re more than a financial institution — we’re a people-first, purpose-driven organization, proudly recognized as one of Canada’s Top 100 Employers for 2026 . Guided by our IMPACT values, we strive to create an exceptional employee experience where every team member feels supported, valued, and empowered.
As an Account Associate, you will play a key role in building strong member relationships and supporting the financial success of our business members. This role blends relationship management, lending expertise, and risk oversight, allowing you to make a meaningful impact while contributing to a collaborative team setting. - What You’ll Do
Build Trusted Relationships
- Deliver exceptional service and create positive, lasting member experiences.
- Meet with new and existing members to understand their needs and recommend tailored financial solutions.
- Identify opportunities to deepen relationships through lending, deposits, and complementary business services.
- Resolve member concerns professionally and proactively.
Support Lending & Portfolio Management
- Present financing proposals, coordinate loan documentation, and manage closings with accuracy and efficiency.
- Monitor and manage an assigned loan portfolio, including credit reviews, renewals, overdrafts, and delinquency follow-ups.
- Ensure compliance with lending policies, procedures, and risk management standards.
Contribute to a Collaborative Culture
- Partner with colleagues across the organization to support member needs.
- Participate in ongoing training and professional development.
- Support community initiatives and represent the Credit Union with professionalism.
- Maintain the highest level of confidentiality and integrity.
What You Bring : Education & Experience
- Bachelor’s Degree in Business Administration or a College Diploma with a focus in Business/Commerce,
Finance, Accounting or related field; or an equivalent combination of training and experience.
Skills & Attributes
- Relationship Management :**Possesses strong judgment and interpersonal skills to build and maintain effective working relationships with coworkers, partners and members.
- Financial Acumen :**Fundamental understanding of financial statements and their implications.
- Organizational Skills :**Robust organizational and multitasking skills, with attention to detail and the ability to process information accurately and efficiently.
- Adaptability :**Demonstrates a proactive approach to change, remaining flexible and positive while readily adjusting to new circumstances and effectively managing shifting priorities.
- Communication :**Excellent verbal and written communication skills.
- Microsoft Office :**Proficiency in Microsoft Office Applications.
- This role may require travel to meet members at their place of business and between branch locations.
Why You’ll Love It Here : We believe our employees deserve the same outstanding care we give our members. That’s why we offer:
- A People-First Culture : Join a supportive team that values collaboration, positivity, and community impact.
- Competitive Pay & Bonus Program : Market-aligned salary plus the opportunity for annual bonuses.
- Comprehensive Benefits : Health and dental coverage, sick time, and a Defined Contribution Pension Plan & Group Retirement Savings Plan with up to 9% employer contribution.
- Work-Life Balance : Three weeks’ vacation to start, plus four personal days and two volunteer days each year.
- Career Growth : Tuition reimbursement, training opportunities, and career progression pathways.
- Extra Perks : Annual fitness and clothing allowance, reduced employee loan and mortgage rates, and no service fees on banking transactions.
- Salary Range : $60,410 - $71,070.
Additional Information
- Closing Date : June 9th, 2026.
**Diversity & Inclusion
📌 Account Associate (Charlottetown)
🏢 Provincial Credit Union
📍 Charlottetown