Financial Solutions Specialist

Job Description

Provide exceptional brand experiences for our members or prospecting members by delivering value-added service including loans, mortgages, registered and non-registered investment products, and staying alert for opportunities to promote other member services to support member success. Complete all administrative duties accurately and within required timelines – first time right. Make sound lending decisions within limits.

Differentiating Accountabilities (Duties may vary by branch location and size)

• Meet with members to gather all required information needed to make sound loan and mortgage decisions within discretionary limits, and make recommendations for approvals or declines to manager. Identify opportunities to promote other member services to support member success. Provide individualized financial counseling (e.g., debt consolidation, budgeting) and information to members. Meet with families to review account...