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.

Supporting all non-union branches with current need at Dunnville and Fonthill branches

Our Commitment

Improve lives and strengthen communities by living our vision to be your truly local financial partner of choice, committed to inclusive and authentic relationships. Ensure that the member and employee experience is personal and simple.  Be accountable by taking ownership for success while ensuring inclusivity, social responsibility and cooperative principles.  Share your passion, including delivering personal service by listening, guiding, nurturing and caring.  Demonstrate integrity by developing trusting relationships and maintaining the highest ethical standards.  Build mutual respect through honest and authentic relationships. Focus on knowledge with a commitment to continuous learning.  Be a proud ambassador of PenFinancial Credit Union including promoting and delivering on the goal of our Truly Local Commitment (TLC) to live our values-based banking philosophy by transforming banking to improve lives and strengthen communities.

Job Function

Provide a full range of services to members including responding to inquiries, deposits, withdrawals, loan payments, drafts, certified cheques, travellers cheques, utility payments and other member payments, registered and non-registered investment products (deposits, withdrawals, renewals ), ATM and MasterCards and Debit cards (ordering and encoding), cheque cashing, and updating of passbooks: account openings and closures, ordering of personal cheques; resolve member problems and refer to supervisor when required; promote and cross-sell credit union services; maintain cash balance; list and balance outgoing cheques; accurately post and balance all transactions daily; sort and file documents; and other administrative duties as required.

Major Duties & Responsibilities

Duties may vary by branch location and size.

Provide professional, friendly, prompt, courteous service to members, striving to increase member satisfaction with the level of service provided.

Promote the credit unions’ services on a knowledgeable and effective basis by offering a full range of financial services, including registered and non registered investments, and basic loan services.

Provide assistance to members by answering questions and providing quality member service through a limited range of financial services (deposits, withdrawals and transfers).

Identify and fulfill member’s financial services needs: cash/certify cheques, receive bill payments, order cheques, buy/sell foreign cash, process member statements, stop/holds, status changes, sell traveler’s cheques, money orders, drafts, certified cheques, travel insurance, assist with registered and non registered investment and loan transactions; assist members with ATM, MasterCard and Debit Cards by accepting payments, applications, cash advances or encoding of new cards, and inquiries.

Responsible for balancing of daily cash and treasury, as required and location of all cash differences, ensuring the immediate supervisor is advised immediately.  Assist with ATM loading and balancing.

Attend to the accurate and prompt preparation and audit of all assigned reports, status checking, investment renewals and internal accounting reports. 

Perform various audit functions and balance branch Official Cheques, Certified Cheques, Travellers’ Insurance and Securities for the branch.

Prepare and remit branch utility payments upon supervisor’s approval.

Open new accounts and/or account types and demands, as required.

Balance travellers’ cheques and money orders for the branch and complete any necessary reports and remittances as required.

Attend and participate in meetings as required; prepare, present and submit presentations as assigned; remain up-to-date, support and adhere to published operational procedures.

Act as an ambassador of PenFinancial by looking for opportunities to promote products and services and seek referrals from members and non-members.

Perform any other duties as assigned.

Skills you’ll need to succeed

Enrolled in a college or university program within business and/or finance

Willingness to learn and support our members

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.