Financial Services Officer

Cambrian Credit Union is searching for a Financial Services Officer (FSO) experienced in providing complex credit and deposit advice paired with the ability to identify and educate our members on the value of our products and services, to join our growing team.

 As a senior member of the branch team, the Financial Services Officer provides leadership and expertise and works closely with members on a day-day basis to deliver personalized solutions and maintain solid relationships.

As the Financial Services Officer, you will:

  • Develop and nurture long-lasting relationships with current and potential members.
  • Identify and understand the needs of members and provide financial advice and recommendations on complex credit and deposit services.
  • Engage the support of Wealth Management and Small Business advisors and other internal partners to meet the member’s needs.
  • Meet and exceed individual and team based business goals through the application of proactive sales techniques and sales management activities.
  • Develop an effective pipeline of future business opportunities; establish and work an annual sales and marketing plans that include targeting member segments, applying prospecting tactics, utilizing referral networks and sales activity leads.
  • Process a full range of member transactions including, but not limited to: opening accounts, debit/credit cards, deposits, lines of credit, mortgages, personal and/or investment loans and related insurance products.

What this role requires of you:

  • Post secondary degree, diploma or certificate in business, or equivalent business experience 
  • Minimum 2 years of job related experience, or an equivalent combination of education and experience
  • Previous experience delivering financial advice on complex credit and deposit services considered an asset
  • Proficient in PC applications of Outlook, Word & Excel
  • Critical thinker who analyzes information and uses logic to address issues, problems and challenges
  • Ability to work well in an environment with multiple and often changing priorities

What we offer you in return:

Competitive salary, career progression and professional development, community involvement opportunities and comprehensive benefits package including a pension plan.

How to apply:

Please submit your application to  Your resume and cover letter must clearly illustrate how you meet these qualifications.

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