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Get the personalized financial support you deserve at Lake View.
Get the personalized financial support you deserve at Lake View.
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Department: Deposit Services (Casual)
Reports to: Branch Manager
Salary: As per collective agreement
Closing Date: Until Filled
This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development.
Please note: Vacation schedules previously approved from other departments may be reviewed by the hiring manager and will be subject to departmental availability.
Interested candidates are invited to email their cover letter and resume to Human Resources Department at hr@lvcu.ca by the closing date.
We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.
Department: Member Services
Reports to: Branch Manager
Salary: As per the collective agreement
Closing Date: June 10th, 2022
Enhance each member experience by proactively offering suggestions and solutions that will add value to their life and their banking relationship with LVCU.
Responsible for opening new accounts and effectively matching appropriate services to the members’ needs.
Responsible for the sale of LVCU’s suite of savings and investment products including deposits, transfers or withdrawals.
Responsible for the sale of LVCU’s suite of registered savings and investment products including deposits, transfers or withdrawals.
Responsible to manage estate accounts.
Interview loan applicants, analyze financial information, assess credit and approve the full suite of retail lending products, including mortgages, within discretionary limits and/or make recommendations for approvals/declines to the Branch Manager.
Review members profile at each interaction to identify opportunities to promote, up sell, cross sell the credit union credit products including mortgages, consumer loans, lines of credit, credit cards and other registered and non-registered investment products.
Supports organizational sales objectives by taking lead role in various marketing promotions, business development initiatives and community functions.
Exhibit a high commitment to personalized member relationships by promoting the concept of relationship management, proactive financial coaching and referral to other resources such as wealth management or commercial credit department where warranted.
Interpret the branch operating procedures, lending policies and security requirements and ensure that guidelines are adhered to.
Establish, build and maintain productive and effective working relationships with members, non-members and the business community.
Sales and Service focus with an aptitude for business development and relationship building.
Demonstrates a win-win based problem solving approach.
Strong commitment to continuous learning.
Excellent communication and interpersonal skills.
Demonstrates leadership ability and team development skills.
Maintains a positive attitude towards corporate initiatives and change management.
Strong follow up skills.
Strong analytical skills and entrepreneurial mindset.
Demonstrates dedication to providing quality member sales and service.
Proven ability to be creative and innovative.
Knowledge and understanding of business planning, accounting, lending and sales is considered an asset.
Minimum 1 years experience in a financial institution focusing on customer service and sales.
Minimum 1 years experience Financial Service Officer I plus completion of required courses for Financial Service Officer I and II or an equivalent combination of education and experience and a demonstrated ability to effectively and efficiently carry out the lending duties and responsibilities of the Financial Service Officer II position as laid out in this position description.
Bachelor’s degree, preferably in Business, Finance or Commerce is considered an asset.
Completed the following courses or demonstrated equivalency:
The Credit Union System CU00-200
Applied Residential Mortgage Lending CU02-RMPL
Applied Consumer Lending CU02-CLP
Residential Construction Financing CU02-RCF
Fundamentals of Personal Financial Planning CU00-240
Handling Estates Effectively CU02-HEE
Candidates are invited to email their cover letter and resume to Human Resources Department at hr@lvcu.ca.
We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.
"I enjoy working here because of the environment created by members and staff."
"Lake View has been my employer for over a decade. They have shown continued support and encouragement throughout my personal life and career development. Lake View has provided opportunities that I would not have had elsewhere which has made working a true pleasure.”
Here at Lake View Credit Union, we want your experience when using our digital tools and platforms to be the very best it can be.
Often times the choice to finance a purchase or save until you can buy it outright with cash on hand is determined by your cost of borrowing.
In Canada and much of the modern world, home ownership has become an almost universal aspiration for those working to count themselves among the middle class.
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