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Strategic Planning & Partnership Development Intern at WHOI supporting OceanWorks initiative. Focusing on innovation, partnerships, and commercialization in oceanographic research.
About the role
- Financial Services Officer providing credit and investment services for Access Credit Union members. Responsible for loan assessments, member relations, and promoting financial products.
Responsibilities
- Identify member needs and provide a full range of credit union products and services
- Recognize and/or respond to members' needs on deposit and lending services
- Communicate to the member all terms and conditions of any credit, deposit or investment product being presented
- Complete credit applications thoroughly ensuring all relevant information is included
- Work directly with the loans processing department and deposit centre to ensure timely and accurate administration
- Control loan delinquency through communication with the member
- Maintain and document a systematic collection procedure for early identification and follow up of problem accounts
- Recognize and/or respond to member needs for opening, updates and closing of accounts
- Ensure instructions outlining the conditions of loans, deposits, and investments are clearly laid out
- Maintain thorough knowledge of and adhere to credit union policies and procedures
Requirements
- Grade 12 diploma
- Diploma/Certificate from a recognized post-secondary institution with focus on business or finance or equivalent
- Understanding and adherence to relevant policies and procedures
- Previous customer service and/or sales experience
- Demonstrated desire to serve others in a friendly and professional manner
- Ability to identify and willingness to act upon sales and service opportunities
- Strong interpersonal and communication skills, both verbal and written
- Attention to detail with high degree of accuracy
- Ability to work in fast-paced environment and perform well under pressure
- Ability to prioritize using sound judgment to make timely and effective decisions
- Knowledge of Access Credit Union’s products and services
- Ability to follow standardized policies and procedures
- Knowledge of risk management within the financial industry
- Proficient computer skills
Benefits
- 100% company paid health benefits
- Employer-matched pension plan
- Continuing education
- Career advancement opportunities
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