Part - time retail shift leader supervising Canna Cabana cannabis store operations in Grande Prairie. Leading staff, customer service, sales targets, compliance, and inventory on shift.
About the role
- Retail Lending Officer at Access Credit Union responsible for personal credit functions. Assessing loan viability and building member relationships to promote credit union products.
Responsibilities
- Identify member needs and sell a full range of credit union products and services, including loans and mortgages, lines of credit, credit cards, etc.
- Complete credit applications thoroughly ensuring that all relevant information is included and analyzed in supporting recommendations within established limits and procedures.
- Communicate to the member all terms and conditions of any credit, product being presented, ensuring that all products sold are consistent with the member’s needs and risk tolerance.
- Ensure instructions outlining the conditions of lending products clearly laid out (loan type, interest rate, security, searches, liens, etc.).
- Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention.
- Work directly with the loans processing department 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.
- Operate 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.
- Responsible for resolutions of member concerns and escalating when required to the appropriate person or department.
- Provide input into the development of and support the achievement of branch sales goals.
- Actively participate in regular staff meetings providing input when necessary.
- Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals.
Requirements
- Grade 12 diploma
- Diploma/Certificate from a recognized post-secondary institution with focus on business or finance or equivalent is an asset
- Understanding and adherence to relevant policies and procedures including but not limited to, the Privacy Act, Anti-Money Laundering, and Terrorist Financing Act, the Credit Union Act and Credit Union Loan Policies
- Previous customer service and/or sales experience
- Demonstrated desire to serve others in a friendly and professional manner
- Ability to identify and willingness to act upon sales and service opportunities
- Strong interpersonal and communication skills, both verbal and written
- Ability to work in fast-paced environment and perform well under pressure
- Ability to prioritize using sound judgment to make timely and effective decisions
- Attention to detail with high degree of accuracy
- Knowledge of Access Credit Union’s products and services
- Ability to follow standardized policies and procedures
- Knowledge of risk management within the financial industry
- Proficient computer skills
Benefits
- 100% company paid health benefits
- employer-matched pension plan
- continuing education
- career advancement opportunities
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