Financial sales and service officer

Southwest Regional Credit Union in Wyoming, ON is seeking a self-motivated Financial sales and service officer. We are seeking an enthusiastic individual to join and begin duties immediately. This is a Permanent employment or Full time position. Required shifts: Day, Flexible hours.

Job Description

• The candidate must approve, reject or recommend applications for approval or rejection.
• The candidate must assist clients by recommending solutions to achieve financial objectives, including business expansion, debt management, investments, and other financial goals.
• The candidate must complete credit and loan documentation.
• The candidate must interview loan applicants.
• The candidate must prepare statements on delinquent accounts.
• The candidate must promote credit and loan services.
• The candidate must research and evaluate loan applicants’ financial status and creditworthiness.
• The candidate must review and update credit and loan files.
• The candidate must submit credit and loan applications to management.
• The candidate must network to develop business relations and promote banking services.

Job Requirements

• The candidate must be fluent in English.
• The candidate must have a College/CEGEP diploma or equivalent experience.
• The candidate must have 2 to less than 3 years of experience in a related field.

Work Setting

• The candidate should work in a rural area; most people live or work on farms or ranches. Hamlets, villages, towns, and other small settlements are in or surrounded by rural areas.

Additional Information

Work Conditions and Physical Capabilities

• The candidate should have an eye for detail.
• The candidate should be able to work effectively in a fast-paced and busy environment.
• The candidate must be able to manage a large caseload.
• The candidate must be able to meet tight deadlines.
• The candidate should be willing to work under pressure.

Security and Safety

• The candidate must have basic security clearance.
• The candidate must be bondable.
• The candidate must undergo a credit check.
• The candidate must undergo a criminal record check.

Transportation/travel information

• The candidate must have their own transportation.
• The candidate must have a valid driver’s licence.
• The candidate must be willing to travel.

Benefits

• The candidate will receive a dental plan covering expenses for dental treatments and procedures.
• The selected candidate will receive tax-free disability benefits, providing financial support for the impact of a service-related injury or illness.
• The candidate will receive a health care plan, providing coverage for medical and surgical expenses.
• The candidate will receive vision care benefits, covering or reducing the cost of eye exams and medical eye care.
• The candidate will receive a Bonus, which is money given to an employee in addition to their salary as a reward for good performance.
• The candidate will receive a pension plan, providing a monthly, taxable benefit that replaces a portion of their income at retirement.
• The candidate will receive long-term care insurance, covering all or part of assisted living facilities and in-home care for individuals aged 65 or older, or for those with chronic conditions requiring constant supervision.
• The candidate will receive paid time off for volunteering or personal days.

How to apply

Use the provided options and submit your application if you are interested.

By email

Apply with the button on this page: your resume is emailed to the employer.

By mail

618 Broadway Street
Wyoming, ON
N0N 1T0

In person

618 Broadway Street
Wyoming, ON
N0N 1T0
Between 09:00 a.m. and 05:00 a.m.

• Job reference number 3702298
• Cover letter