Job Order Detail

Description

Account Manager Trainee, 1 or 2

Reporting to the Loan Supervisor, you will:
    Have the primary duties of interviewing members and potential members,
    Analyse loan applications,
    Grant and/or recommend consumer and residential mortgages,
    Cross-sell the full range of Credit Union products and services,
    Ensure all loan activities are in compliance with relevant legislation, regulation, policies and procedures.

As the successful candidate, you:
    Offer grade 12 plus 1  3 years financial experience,
    Have previous lending experience, and have a thorough understanding of the legal and legislative requirements associated with lending, which would be considered assets,
    Have completed lending related courses.  CUIC courses would be considered an asset,
    Have working knowledge of various computer software programs,
    Have proven dedication to providing quality member service, have excellent communication skills and value teamwork as essential,
    Demonstrate commitment to self-development.

Please note:  This position is a career opportunity in the Financial Services Industry and placement within the Account Manager Progression Program is based on both education and experience.

As part of our team, we offer some great perks at Synergy, which include a competitive salary and an excellent employee benefit program.