Work setting

• Credit union

Responsibilities

Tasks

• Complete credit and loan documentation
• Interview applicants for loans
• Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
• Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
• Review and update credit and loan files
• Submit credit and loan applications to management
• Review financial literature to identify potential investments for clients
• Analyze investment projects

Credentials

Certificates, licences, memberships, and courses 

• Investment Funds Institute of Canada (IFIC) Accreditation

Additional information

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Team player
• Integrity

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan