Financial Services Specialist
- Dunnville, ON
- Full-time, permanent position
- Competitive salary commensurate with experience; health, dental, life insurance benefits
Ian Martin Workforce has partnered with another Certified B Corporation that takes local commitments seriously and donates a portion of its profits back to Niagara and Haldimand communities.
A reputable financial institution is looking to hire a full-time Financial Services Specialist to provide exceptional brand experiences by delivering value-added service to members including loans, mortgages, and registered and non-registered investment products.
As the new Financial Services Specialist you will make sound lending decisions and complete all administrative duties accurately and as per the required timelines
Daily Responsibilities include:
- Meeting with members to gather all required information needed to make sound loan and mortgage decisions within discretionary limits and/or make recommendations for approvals and/or declines to the manager.
- Identify opportunities to promote other member services to support member success.
- Provide individualized financial counseling (i.e. debt consolidations, budgeting) and information to members.
- Meet with families to review accounts of deceased members.
- Lead the account opening process.
- Sell and cross sell credit union loan insurance products through the education of members.
- Complete all administrative duties accurately and as per required timelines – “first time right” including preparing instructions in support of complete, accurate, and compliant loan and mortgage documentation.
- Ensure accuracy on LOS.
- Provide documentation for solicitors.
- Conduct PPSA/Credit Bureau reports. Balance and process CDI/CI/CL reporting and remittance.
- Address loan extension requests, the substitution of security, and complete problem solving to best suit the members’ needs.
- Prepare and process CAFTs, mortgage renewals, extensions, and add-backs.
- Check credit files, registered (TFSAs, RESPs, RRSPs, and RRIFs) and non-registered investment entries processed by other staff to meet risk management requirements.
- Accurately prepare all estate-related administration.
- Respond to all assigned reports.
Who Are You?
- A positive influence on the culture within the branch.
- You can actively support all branch campaigns and promotions.
- Support and backup MSRs as needed.
- Able to support a Saturday rotation schedule.
- You give attention to details
- You enjoy advising other members regarding investments, including but not limited to GICs, TFSAs, RRSPs, RESPs, etc., and make referrals to appropriate staff as necessary.
Qualifications:
· 3+ years of progressive experience in a credit union or bank branch with lending limits
Looking for Meaningful Work? We can help.
At the Ian Martin Workforce, we exist to connect people like you with meaningful work at industry-leading companies in your field. And we walk the walk, too: as a Certified B Corporation, we believe in using business as a force for good for people, our communities, and the environment.
We value diversity and inclusion and encourage all qualified people to apply. If we can make this easier through accommodation in the recruitment process, please contact us at sydney.weston@ianmartin.com or call 289-243-0038.
We encourage all qualified candidates to apply; however, only those selected for an interview will be contacted.