Financial Service Officer (Full-time Permanent) Plessis Branch

Posted on February 12, 2024. Primary Region: Winnipeg, MB

Financial Services Officer
Full-time Permanent, Plessis
Starting salary - $48,533.00 annually

Why should you join our team?
At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.

At Access Credit Union, our values are straightforward:
• Do good
• Be better
• Own it
• Move forward

What will you be doing?
The Financial Service Officer (FSO) is a member-focused Brand Ambassador who is responsible for personal credit granting functions, performing analysis to assess loan viability and risk, and make the appropriate recommendations.

Using advice -based sales, the FSO is also responsible to promote and cross-sell a full range of investment products including all registered and non-registered options. They recognize member needs and promote and cross-sell credit union lending and deposit services to members.

Key Responsibilities:
• Identify member needs and provide a full range of credit union products and services, including loans and mortgages, deposit and investment products, accounts, lines of credit, credit cards, etc.

• Recognize and/or respond to members' needs on deposit and lending services by providing information on the features, benefits and how they align with the member’s needs, referring more complex problems to the appropriate person or department.
• Complete credit applications thoroughly ensuring that all relevant information is included and analyzed in supporting recommendations within established limits and procedures.

• Work directly with the loans processing department and deposit center to ensure timely and accurate administration of documentation.
• Control loan delinquency through communication with the member prior and subsequent to the loan being granted. 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: Member Accounts, Term Deposits (GIC), Registered Retirement Savings Plans (RRSP), Registered Retirement Income Funds (RRIF), Tax Free Savings Accounts (TFSA), Registered Education Savings Plans (RESP) & Estates.
• Operates as the primary contact for assigned members, managing the relationships on behalf of the credit union to ensure the members’ needs are met and the relationship remains profitable.
• Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.
• Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals.
• Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.

What do you need?
• Grade 12 diploma
• Diploma/Certificate from a recognized post-secondary institution with focus on business or finance or equivalent
• 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 risk management within the financial industry
• Proficient computer skills

Are you ready to?
• Be an ambassador for our brand, values and products
• Ensure things get done efficiently
• Go home each day feeling accomplished
• Challenge the status quo
• Build a career
• Continue learning

If you are interested in this position, apply today at Application deadline is February 24, 2024.

We welcome diversity, value inclusion, and take pride in our vibrant corporate culture. Our team is a reflection of the members we serve and the communities we live in.

Access Credit Union welcomes applications from people with disabilities. Applicants may request reasonable accommodation related to the materials or activities used throughout the selection process.


1300 Plessis Road
Winnipeg, MB

Job type: Full-time

Apply Now

Contact Information

Access Credit Union