Personal Financial Officer (PFO)
Posting #: 26-50
Location: King St. Branch (Eaton Centre) Toronto
Union: UNIFOR
Job Type: Temporary (9 month contract) Full-time
Rate of Pay: $29.13
Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?
Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.
Take a look at this job posting, and if it’s a good fit, we encourage you to apply. If it’s not for you but you know someone that may be better suited for it, we welcome you to share it with them! Thanks for checking us out!
The Role
Accountable for building long-term relationships within a set portfolio of members by providing value-added advice and exceptional service.
· Provides advocacy to members related to a full range of lending, investment vehicles with emphasis on consumer loans, mortgages, credit card products, lines of credit, deposit and investment vehicles within clearly defined policies and procedures.
· Primary contact for opening new member accounts
· Actively solicit membership growth by following up on staff referrals, and membership inquiries
· Actively participate in all branch campaigns and promotions and champion the organizations member advocacy culture.
This position is to replace an existing vacancy within our team.
What we are looking for
· Should possess University or College degree or diploma, preferably in Business or equivalent work experience along with a minimum of three year’s related experience in a financial institution.
· Proven communication, interpersonal, time management and superior customer service skills are required.
· Demonstrated ability to effectively problem-solve and make decisions as well as manage conflicting priorities.
· Excellent interpersonal, verbal, written, and listening communication skills.
· Ability to work independently and collaboratively as a team member.
· Be self-motivated, resourceful and flexible.
· Must be bondable
Why work at YNCU?
YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support. YNCU is recognized for the following:
· B Corp Certified
· Competitive Compensation, Incentive Programs and Benefits
· Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, and LIFT Virtual Fitness
· Training and Development Opportunities
· Community Sponsored Events Employee and paid Volunteer opportunities
· Opportunities to get involved with fun and meaningful committees
· Free banking account
· Discounted Employee Rates
To be considered for this opportunity please apply at https://careers.yncu.com/xxxx
YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.
YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.
Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at [email protected]
Pay: From $29.13 per hour
Expected hours: 36.25 per week
Benefits:
- Dental care
- Disability insurance
- Employee assistance program
- Paid time off
- Vision care
- Wellness program
Work Location: In person
