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© All Rights Reserved. ApplyBlast.com
PenFinancial Credit Union
The Investment Solutions Specialist at PenFinancial Credit Union provides members with financial planning advice, handles account openings and closings, and makes lending decisions within set limits. The role focuses on building relationships, cross‑selling services, and ensuring accurate administrative and compliance processes.
PenFinancial 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for PenFinancial Credit Union.
PenFinancial Credit Union didn’t post a salary, so this is our estimate from similar listings.
29% above the average for this role