Financial Services Officer

  • Full Time
  • Montague
  • 80 - 100


Financial Services Officer

Branch Location: Charlottetown, PE

Join Atlantic Canada’s largest credit union, Provincial Credit Union and become part of a team committed to positively impacting our island communities. Provincial Credit Union is honored to be recognized as one of Canada’s Top 100 Employers for 2024!.

This achievement reflects our commitment to maintaining a dynamic and supportive workplace. Our core values of People, Purpose, and Possibility guide our mission of providing sound financial advice, planning, and education to our members.

We believe in empowering our employees to deliver and support quality member experiences and fostering engagement within our communities. Join us in making a difference as we lead the way in serving the financial needs of islanders.

What You’ll Do:

Provide individual financial counseling and information to members on loan services and deposit products available through the credit union.

Conduct personal or telephone interviews with applicants to obtain personal and financial data to determine lending and/or investment needs.

Analyze applicants’ personal and financial data to determine lending/investment needs, loan feasibility, verifies applicant’s credit worthiness, establishes credit limits, approves or declines loan within approved lending limits, while ensuring loan agreements are complete and accurate according to requirements.

Sell various deposit services including term deposits, RRSPs, RESPs, RRIFs, LIFs, etc. as appropriate or refers to Financial Planning Representatives where appropriate.

What You Have:

Required Education and Experience

College diploma with at least three years financial institution experience; or an equivalent combination of training and experience.

Skills and Abilities:

Strong organizational skills and attention to detail with the ability to process information with high levels of accuracy.

Experience and eagerness to provide superior customer service.

Professional manner and poise, and sensitivity in dealing with confidential information and materials.

Excellent verbal and written communication skills to effectively work with diverse groups and to interact with all levels of management and staff.

Solid analytical and problem-solving skills.

Demonstrated proficiency in Microsoft Office applications (Excel, Word), data systems, software applications and technology.

What We Offer:

Outstanding Culture: Join an engaged and community-focused team that fosters a positive work environment.

Market Competitive Compensation: Enjoy a competitive salary along with an annual bonus program.

Generous Benefit Package: We provide a comprehensive benefits package, including a flexible health and dental plan, sick time, and a Defined Contribution Pension Plan and Group Retirement Saving Plan with up to 9% employer contribution.

Work-Life Balance: Start with three weeks of vacation per year, supplemented by four personal days and two volunteer days.

Professional Development: Take advantage of tuition reimbursement, training programs, and career progression opportunities.

Employee Perks: Enjoy additional perks such as an annual fitness and clothing allowance, reduced rates on employee loans and mortgages, and no service fees on banking transactions.

Salary range for this position: $50,941 – $59,931.

Join our team at Provincial Credit Union and enjoy a rewarding career with competitive compensation, comprehensive benefits, and a supportive work environment that values your growth and well-being.

Please note that all offers of employment are conditional upon the acceptance of an Individual Fidelity Bond Application which includes a criminal check and a credit check.

Closing date is May 8th, 2024.

We wish to thank applicants in advance; only candidates selected for an interview will be contacted.

Diversity and Inclusion:

Provincial Credit Union invites applications from all qualified individuals.

Provincial Credit Union is committed to employment equity and diversity in the workplace, and welcome applicants from diverse backgrounds. Accommodations are available for applicants with disabilities throughout the recruitment process.