An exciting and immediate career opportunity is currently available at WFCU Credit Union for a:
Financial Services Officer
Position Type: Vacant Position
Salary Range: $43,000 – $67,000
Work Location: In person
The Financial Services Officer is responsible for providing excellent service to our members.
In summary, the Financial Services Officer will:
- Contribute to the success of the branch by achieving established sales, service, lending, and mortgage growth targets.
- Provide expert financial advice by assessing member needs and recommending appropriate deposit, investment, lending, and mortgage solutions to support their financial goals.
- Build and strengthen member relationships by identifying opportunities to expand lending portfolios, increase share of wallet, and deepen overall financial relationships.
- Originate, process, and manage residential mortgage applications, including purchases, renewals, refinances, transfers, and home equity lending solutions.
- Conduct thorough financial and credit analyses to assess borrowing capacity, evaluate risk, and make sound lending recommendations in accordance with established policies, procedures, and regulatory requirements.
- Promote and process lending products, including mortgages, home equity lines of credit, personal loans, lines of credit, overdraft protection, and creditor insurance products.
- Identify opportunities for mortgage retention, refinancing, debt consolidation, and cross-selling of complementary products and services to meet members' evolving financial needs.
- Promote and process investment products, including GICs, RRSPs, RRIFs, FHSA and TFSAs, while providing proactive financial advice and guidance.
- Develop new business opportunities through referrals, relationship development, branch campaigns, community involvement, and networking activities.
- Manage the lending process from initial consultation through funding, ensuring a seamless member experience and timely follow-up.
- Ensure compliance with all policies, procedures, risk management standards, and regulatory requirements while delivering exceptional member service.
- Perform other duties as assigned.
The “must-have” skills and qualifications that we’re looking for are:
- Completed post-secondary education
- Excellent communication and customer service skills
- Strong attention to detail and organizational skills while working in a fast-paced environment
These additional skills are considered assets too:
- Prior experience within the financial services industry
If you feel you’re a great fit, let us know why!
We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:
Rizz Khaliq
Manager, Human Resources - WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
[email protected]
WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.
Working at WFCU Credit Union
For the seventh consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly been named one of the Best Workplaces in Canada™. Joining WFCU means you will be part of a team committed to providing members with a high level of service, while also supporting the communities we serve to be the best places to live and work.
As an employee of WFCU, you'll have the opportunity to work in a positive, goal-driven, and professional environment. Our award-winning HR philosophy to "hire the best, treat them well, and see them stay" is a point of pride and a key factor in our employees' success and WFCU’s success.
We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs, plus a fantastic wellness program with several distinctive perks. A few highlights include:
- An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more!
- Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
- A bank of up to 10 annual personal days, as well as 13+ paid holidays.
- A voluntary RRSP matching program at 5% of an employee’s annual salary.
Experience our Employee Advantage Program which demonstrates our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration!
It's an exciting time to join our team. To find out more, apply today!
About WFCU Credit Union
WFCU Credit Union is a leading progressive financial institution headquartered in Windsor and Essex County since 1940. Proudly serving Ontario residents, community organizations, small businesses, commercial entities, and public institutions for over 84 years, WFCU is the sixth-largest credit union in Ontario, and the 20th largest credit union in Canada.
Together with its retail divisions, Rapport, ECU, and Health Care, WFCU operates 24 branches across Ontario from Thunder Bay to Kingston, Toronto to Windsor, and numerous smaller communities in between. WFCU’s 80,000+ members can bank anytime, anywhere through a variety of service channels, including online and mobile banking, live telephone banking, and ATM services.
Job Types: Full-time, Permanent
Pay: $43,000.00-$67,000.00 per year
Application question(s):
- Do you know anyone who works at WFCU Credit Union?
- What are your salary expectations?
Experience:
- Lending: 1 year (preferred)
Work Location: In person
