Why join PenFi

We have a lot of reasons to be proud to work here.

• We have a deluxe benefits package, success sharing program and comprehensive pension plan
• Local is everything. We're all about working with local businesses and partnering with our communities to make them strong and vibrant
• As a credit union, living the co-operative principles are part of our long and rich history
• We develop meaningful relationships with our co-workers and members - that means learning about their passions, families, ambitions and doing what we can to improve their lives
• We have a unique culture where we take our business seriously, but we like to have a little fun along the way
• Education is a priority and we offer an abundance of leadership and professional development programs and training to help you be the best you can be
• Corporate Social Responsibility is alive and well. From our award winning Skates for Kids Program to delivering financial literacy to new Canadians, to sponsoring local events - we donate our time, money and expertise
• We are all PenFi ambassadors and we live our truly local brand from the inside out

Who we are

We live, work and play in the Niagara Peninsula. We know Niagara's economy, it's people and every unique community. With over 20,000 personal and business members, we offer all of the products and services that our members have grown to know and love from their truly local credit union. We employ 100 truly awesome people with a desire to provide remarkable member experiences every single day.

The Business Account Specialist is PenFinancial’s business account expert, accountable for opening new business accounts across PenFinancial branch network, and assisting our business members with all related services such as Business Mastercard, CAFT, Member Direct Small Business, business cheque orders, and other miscellaneous business account related requests.  Responsible for auditing business account updates (i.e. signer changes, etc.) conducted at PenFinancial branches and serve to support branches with any business account related enquiries.    

Differentiating Accountabilities:

• Oversee the end-to-end business account opening process including:
• Collect and review business documents (articles of incorporation, etc.)
• Prepare business account opening documents
• Arrange for member signatures (mostly via e-sign)
• Input the account on RFS
• Set up online banking
• Ensure that all FINTRAC and regulatory requirements with respect to business accounts are met.
• Provide excellent service to PenFinancial’s business members and make recommendations regarding supplementary banking products.
• Make referrals to the branch network and/or the Commercial Department when appropriate.
• Responsible for achieving targets with respect to new business deposits, commercial Mastercards, CAFT, merchant service referrals, business cheques, and other miscellaneous products while achieving set targets with respect to each product and service.
• Auditing branch updates to business accounts domiciled at the branches.
• Responsible for covering the Commercial Analyst position during any absences.
• Perform any other duties as assigned.

•    University Degree preferably in a business-related program
•    Experience working with business bank accounts at a Financial Institution.
•    Displays exceptional interpersonal skills by demonstrating approachability, trustworthiness, flexibility and a strong work and service ethic 
•    Demonstrates results orientation in both sales and service  
•    Uses technology to enhance productivity 
•    Committed to continuous personal improvement and continuous learning

To learn more visit https://penfi.ca/careers/

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.