Personal Banker

Lighthouse Credit Union

Description:

Lighthouse Credit Union is looking to hire a Personal Banker!

Lighthouse is a Credit Union created to serve all of the banking needs of Toronto’s Jewish community. We’ve been operating since June 2022, with our presence being mostly online, and have opened our first branch earlier this year. We are looking for someone with front end experience to work at and help manage this branch. We offer a modest mix of financial products such as chequing accounts, high-interest saving accounts, mortgages, and GICs, with at least a dozen new products currently in the works. We plan to be rolling out these new products over the coming weeks, including TFSAs, RRSPs, Investments, credit cards, personal loans, lines of credit and much more.

We are a start-up with the goal to grow into a full-scale banking institution, and we need the right talent to help us reach our goal!

 

The Role:

 

Personal Banker:

As we are a start-up, this role will provide a lot more growth opportunity than standard Personal Banker or Teller positions.

Responsibilities:

  • Assisting the Branch Manager in running a successful branch.
  • Being the first point of contact for clients who enter the branch and greeting them.
  • Providing the highest level of service to all clients, both current and potential.
  • Opening memberships and accounts for clients and selling them on our other products and services.
  • Making daily entries into our banking system, and ensuring client and system information is up to date.
  • Completing all front-end work that makes a branch run, assisting clients in onboarding and account opening, handling cheques and cash, manually entering certain daily transactions, collaborating with the Branch Manager on your work, etc…
  • Assisting in implementing new product and service offerings in the branch, and implementing new procedures.

The above role is a traditional branch role, with a non-traditional component to it. As we are a start-up and this is our first ever branch, there will be a lot of opportunities provided with this role that are not available in already-established banks or credit unions. The Personal Banker role will have opportunities outside of its normal scope, to help build infrastructure and procedures, to implement new products and services, improve the branch experience, and much more. This additional scope will be compensated for accordingly.

 

The Environment:

Lighthouse Credit Union employs very friendly, positive people, who are always happy to help each other out. The branch has 3 parts to it. The branch area, the head office, and an open section with seating, coffee, and food for the community to make use of at its leisure, free of charge. We have built our branch to be a place where all Lighthouse employees can connect and colab with one another, and in turn connect with the community. We’ve been growing at an increasing rate and expect this trend to continue as we further penetrate into the community. We’d love for a talented candidate to come join our team in this time of growth!

Qualificatons:
  • You have several years of experience working at a bank or credit union branch, and you have the knowledge of what it takes to ensure clients have a positive and successful branch experience.
  • You have experience working with a banking system.

·           You have knowledge of Banking Policies and Procedures

  • You are ambitious and can wear many different hats.
  • You are a confident and friendly person who enjoys engaging with clients.
  • You are a good multi-tasker.
  • You are organized.
  • (You do not need to be a member of the Jewish Community to apply for this role.)
Additional Comments:

  • If you are interested in joining our team, we would love to hear from you!
  • Please send us an email with your resume attached to [email protected]
-Looking forward to hearing from you! 🙂  

To apply for this job please visit lighthousecu.ca .