Use lending expertise and financial analysis as a Financial Services Officer with Provincial Credit Union in O'Leary, PEI. Advise members in person or digitally.

This Financial Services Officer helps members make informed financial decisions through education, advice, and planning. You will support day-to-day banking, loans, investments, and deposit products. The work includes assessing creditworthiness, setting credit limits, and approving or declining loans within lending authority.

Key Responsibilities:

- Provide one-on-one financial education and advice
- Meet members and gather relevant financial data
- Analyze creditworthiness and determine loan feasibility
- Complete accurate, policy-compliant loan agreements
- Recommend deposits or refer financial planning partners

Requirements:

- Post-secondary Business or Finance education, or equivalent experience
- Previous lending or financial services experience
- Member-focused advisory experience
- Robust analytical skills and attention to detail
- Ability to build lasting member relationships

Bring lending judgment, financial advice, and relationship-building skills to Provincial Credit Union members in O'Leary, PEI.

📌 Financial Services Officer Lending Advisor (O'Leary)
🏢 Provincial-Credit-Union-2
📍 O'Leary