Career Opportunity: Financial Solutions Specialist

UP TO  $ 13,000 / month


PEI Credit Union is seeking a motivated and dynamic individual to join our team as a Financial Solutions Specialist. If you have a passion for the Construction/Real Estate industry and are looking for a rewarding career with growth opportunities, this could be the perfect fit for you.


As a Financial Solutions Specialist, you will play a crucial role in providing financial guidance and support to our members in the Construction/Real Estate sector. Your primary responsibilities will include:


  • Building and maintaining relationships with members in the industry, understanding their unique financial needs, and offering tailored solutions
  • Assisting members with mortgage applications, construction loans, and other financial products
  • Providing expert advice on investment opportunities and financial planning
  • Collaborating with internal teams to ensure seamless delivery of services
  • Staying up-to-date with industry trends and regulations to better serve our members

To excel in this role, you should have a solid understanding of the Construction/Real Estate industry and its financial requirements. You must possess excellent communication and interpersonal skills to effectively engage with our members and provide exceptional customer service.


Requirements:

  • Previous experience in a financial institution or related field
  • Strong knowledge of financial products and services
  • Proven track record of meeting and exceeding sales targets
  • Ability to analyze financial data and provide accurate recommendations
  • Proficiency in using financial software and tools
  • Relevant certifications or licenses (e.g., Mortgage Agent License) are preferred

At PEI Credit Union, we value our employees and provide a supportive and inclusive work environment. We offer competitive compensation packages, ongoing training and development opportunities, and a chance to grow within the organization.


If you are ready to take the next step in your career and make a meaningful impact in the Construction/Real Estate industry, apply now to join our team as a Financial Solutions Specialist. We look forward to reviewing your application!


About the Employer

PEI Credit Union
Last Updated on November 07, 2023
Expiring On May 07, 2024


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