Job Description

Financial Services Officer I - DAWSON CREEK BRANCH

Title

Financial Services Officer I

Department

Member Services

Reports to

Branch Manager

Group

4

Salary Range

$5,332 - $6,051 per month, as per Collective Agreement

Posting Date

November 20, 2025

Closing Date

Until Filled

SUMMARY

This position reports to the Branch Manager. The Financial Services Officer I will be responsible for performing a wide variety of duties including providing advice, ongoing sales and service to members and potential members with a variety of lending, deposit and investment related products and services. Under general direction the Financial Services Officer I will manage an assigned portfolio and complete the sales of a full range of deposit and lending products and services by identifying and pursuing relationship building opportunities within the existing portfolio or through referrals. The Financial Service Officer I will resolve complex problems, make referrals where appropriate, and pursue opportunities to support members in achieving financial health while maintaining a high degree of accuracy and complete confidentiality.

KEY RESPONSIBILITIES

Enhance each member experience by proactively offering suggestions and solutions that will add value to their life and their banking relationship with LVCU. Act as a primary resource for opening new accounts and effectively matching appropriate services to the members' needs. Process appropriate documents associated with the sale of LVCU's suite of savings, registered savings and investment products including deposits, transfers or withdrawals. Interview loan applicants, analyze financial information, assess credit and approve loans, lines of credit and overdrafts within discretionary limits and/or make recommendations for approvals/declines to Branch Manager. Review members profile at each interaction to identify opportunities to promote, up sell, cross sell the credit union credit products including consumer loans, lines of credit, credit cards and other registered and non-registered investment products. Supports organizational sales objectives by participating in various marketing promotions, business development initiatives and community functions. Exhibit a high commitment to personalized member relationships by promoting the concept of relationship management, proactive financial coaching and referral to other resources such as wealth management or commercial credit department were warranted. Interpret the branch operating procedures, lending policies and security requirements and ensure that guidelines are adhered to. Establish, build and maintain productive and effective working relationships with members, non-members and the business community.

REQUIRED KNOWLEDGE SKILL AND ABILITIES

Sales and Service focus with an aptitude for business development and relationship building. Strong commitment to continuous learning. Excellent communication and interpersonal skills. Demonstrates leadership ability and team development skills. Maintains a positive attitude towards corporate initiatives and change management. Strong follow up skills. Strong analytical skills and entrepreneurial mindset. Demonstrates dedication to providing quality member sales and service. Proven ability to be creative and innovative. Knowledge and understanding of business planning, accounting, lending and sales is considered an asset.

EDUCATION AND EXPERIENCE

Minimum 1 years experience in a financial institution or an equivalent combination of education and experience. Bachelor's degree, preferably in Business, Finance or Commerce is considered an asset. Completed the following courses or demonstrated equivalency: + Products and Services Course CUIC-185
+ Consumer and Residential Mortgage Lending CUIC-210
+ RRSP Fundamentals e-learning
+ Tax Free Savings Accounts: The Fundamentals e-learning
+ Advanced RRSP CU02-e-learning
+ RESP: The Fundamentals e-learning


Interested candidates are encouraged to apply through ADP.


Please note: Vacation schedules previously approved from other departments may be reviewed by the hiring manager and will be subject to departmental availability.


We thank all applicants for their interest in this cross-training opportunity; however, only short-listed candidates will be contacted.