Deliver trusted lending advice in O'Leary, PEI, using credit analysis and relationship-building skills to guide Provincial Credit Union members. Meet members personally or digitally.
As a Financial Services Officer, you will support members through day-to-day banking, loans, investments, and deposit products. You will gather financial information, assess applications, and recommend solutions for important financial decisions. The position also supports savings and retirement planning through products or referrals.
Key Responsibilities:
- Provide one-on-one financial education and advice
- Meet members and understand their financial needs
- Analyze creditworthiness and determine loan feasibility
- Set credit limits and approve or decline loans
- Recommend deposits or refer financial planning partners
Requirements:
- Post-secondary Business or Finance education
- Equivalent experience may be considered
- Previous lending or financial services experience
- Solid analytical skills and attention to detail
- Ability to build trusting member relationships
Apply your lending expertise, credit analysis, and advisory skills as a Financial Services Officer serving O'Leary members.