Financial Associate

Position: Sharons Credit Union Financial Associate Role
Unlock potential as a Financial Associate specializing in small business solutions at Sharons Credit Union in Coquitlam, BC. This full-time role focuses on delivering exceptional service to business members.

As a Financial Service Representative, you will leverage your financial expertise and relationship-building skills to assist small businesses with their lending needs. Your responsibilities will include preparing loan applications, conducting risk assessments, and participating in business development initiatives. You will play a key role in ensuring compliance and maintaining accurate documentation.

Key Responsibilities:

• Foster relationships with small business members

• Prepare and process commercial loan applications

• Maintain compliance with documentation standards

• Recommend financing based on risk and cash flow

• Engage in outreach for enhancing business relationships

Requirements:

• Bachelor’s degree in business administration or finance

• Minimum of 3 years’ experience in financial services

• Expertise in financial analysis and reporting

• Relevant industry course completions are a plus

• Strong communication skills in English, Korean a plus

Empower businesses by providing crucial financial support and consultation.
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