Apply lending judgment and relationship-building skills as a Financial Services Associate serving members at East Coast Credit Union in HRM. Help deliver personal banking solutions within authorized limits.
Reporting to the Assistant Manager, this associate supports members’ everyday banking and personal lending needs. You will assess financial needs, recommend products, complete lending documentation, and maintain compliance with policies and regulations. Referrals to specialized team members remain part of the service.
Key Responsibilities:
- Assess member needs during lending interviews
- Review loan documentation for accuracy and compliance
- Approve personal loans within delegated authority
- Promote chequing, savings, registered products,
and credit cards
- Maintain awareness of lending policies and regulatory requirements
Requirements:
- One to three years of sales and service experience
- Business Administration education or equivalent experience
- Solid lending and relationship-building communication skills
- Sound judgment, discretion, and critical-thinking ability
- High accuracy and attention to detail
Use lending assessment, documentation accuracy, and relationship skills to support personal banking members across East Coast Credit Union.
📌 Personal Lending Banking Associate (Canada)
🏢 East Coast Credit Union
📍 Canada
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