Lake View Credit Union

Financial Services Officer II

Dawson Creek

Job description


This position reports to the Branch Manager. The Financial Services Officer II will be responsible for performing a wide variety of duties by providing advice, and ongoing sales and service to members and potential members by promoting a full range of investment and lending vehicles. Under general direction, the Financial Services Officer II 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. This position will be required to champion LVCU’s relationship selling culture by participating in branch campaigns, promotions, establishing member and potential member relationships and business contacts and assist peers in resolving complex questions and inquiries. The Financial Services Officer II must maintain a high degree of accuracy and complete confidentiality.


- Enhance each member experience by proactively offering suggestions and solutions that will add value to their life and their banking relationship with LVCU.

- Responsible for opening new accounts and effectively matching appropriate services to the members’ needs.

- Responsible for the sale of LVCU’s suite of savings and investment products including deposits, transfers or withdrawals.

- Responsible for the sale of LVCU’s suite of registered savings and investment products including deposits, transfers or withdrawals.

- Responsible to manage estate accounts.

- Interview loan applicants, analyze financial information, assess credit and approve the full suite of retail lending products, including mortgages, within discretionary limits and/or make recommendations for approvals/declines to the Branch Manager.

- Review members profile at each interaction to identify opportunities to promote, up sell, cross sell the credit union credit products including mortgages, consumer loans, lines of credit, credit cards and other registered and non-registered investment products.

- Supports organizational sales objectives by taking lead role 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 where 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.

Qualifications and Experience

Qualifications& Experience:

- Minimum 1 years experience in a financial institution focusing on customer service and sales.

- Minimum 1 years experience Financial Service Officer I plus completion of required courses for Financial Service Officer I and II or an equivalent combination of education and experience and a demonstrated ability to effectively and efficiently carry out the lending duties and responsibilities of the Financial Service Officer II position as laid out in this position description.

- Bachelor’s degree, preferably in Business, Finance or Commerce is considered an asset.

- Completed the following courses or demonstrated equivalency:
*The Credit Union System CU00-200
*Applied Residential Mortgage Lending CU02-RMPL
*Applied Consumer Lending CU02-CLP
*Residential Construction Financing CU02-RCF
*Fundamentals of Personal Financial Planning CU00-240
*Handling Estates Effectively CU02-HEE

Skills and Abillities

Skills& Abilities:

- Sales and Service focus with an aptitude for business development and relationship building.

- Demonstrates a win-win based problem solving approach.

- 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.

Hours & Schedule

37.5 Hours/Week

Start Date

Once Filled

Number of Vacancies


How to Apply

Please submit resume and a cover letter to HR.

Application Deadline

August 19, 2022

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