Be a part of something different

We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities.  We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.

At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, passion, integrity, respect, and knowledge. More than a poster on the wall, our values guide everything we do. They’re values we live every single day – where everyone has a voice and where we listen. Just ask someone who works here to see what they think, and check out our latest annual report to see what we’ve been up to.

We provide all of our employees with a generous benefits package that includes a Living Wage salary, defined contribution pension plan and performance-based success sharing. Combine that with our commitment to contributing to the wellbeing of our employees through competitive benefits programs, wellness days and allowances for education, and it’s no surprise that our employee engagement scores are consistently so strong.

Our commitment to community

We live our brand from the inside out, and our Truly Local Commitment starts with our employees. We support an inclusive, diverse, and caring internal culture. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through our Truly Local Ambassador program.  And, we also commit to investing a portion of our profits directly back into our local communities.

We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.

Provides administrative support, including monitoring all reports; assisting members with their needs (i.e. wires, general transactions and enquiries, etc.); and acting as the Department subject matter expert with respect to the banking system and all matters related to Member Direct Small Business.  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.

Differentiating Accountabilities:

• Oversee the end-to-end business account opening process

• Ensure that all FINTRAC and regulatory requirements with respect to business accounts are met.

• Subject matter expert for Member Direct Small Business (MDSB) and all banking system matters.  Provides assistance and direction to both employees and members for all issues related to MDSB and the banking system. 

• Review loan applications to confirm that the appropriate level of approval (i.e. Credit Committee, Board of Directors, etc.) has been obtained and all conditions precedent have been satisfied.  Input loans on banking system and advance funds per loan approvals. 

• Complete loan advances.  This includes reviewing the draw request to confirm it matches the terms of the approval, and obtaining all necessary supporting documents such as sub-searches, member budgets, appraisal/engineer reports, etc.

• Accurately review and prepare various reports and conduct follow up as required, and/or make recommendations as appropriate.

• Audit colleagues work as required.

• Make referrals to the branch network when appropriate.

• Perform other assigned responsibilities.

• University Degree or College Diploma or 10+ years of banking experience
• 3+ years of Financial services experience
• General knowledge of real estate law, land registry system, and mortgage lending principles
• General knowledge of the Personal Property Securities Act (PPSA) and registry 
• Displays interpersonal skills by demonstrating approachability, trustworthiness, flexibility, and a strong work and service ethic
• Strong attention detail 
• Uses technology to enhance productivity
• Committed to continuous personal improvement and continuous learning

To learn more visit https://www.penfinancial.com/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.