Investment Solutions Specialist - Welland
PenFinancial Credit Union
About this role
A relationship-focused banking professional with 3 to 5 years of experience in credit unions or bank branches, responsible for delivering financial advice, managing accounts, and supporting member growth. The role involves lending, administrative duties, and promoting member success within a community-focused environment.
Skills
Qualifications
About PenFinancial Credit Union
penfinancial.comPenFinancial Credit Union is an Ontario-based, member-owned financial cooperative offering personal, business and wealth banking services. It provides everyday banking, mortgages, loans, credit cards, investments and insurance through branch and digital channels. The credit union emphasizes improving members’ prosperity and strengthening local communities, reinvesting earnings into member benefits and community programs. PenFinancial positions itself as a member-focused alternative to big banks, focused on competitive rates, local decision-making and personalized service.
About PenFinancial Credit Union
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for PenFinancial Credit Union.
Salary
$61k – $77k
per year