ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
PenFinancial Credit Union
This role involves delivering value-added financial planning and budgeting advice to wealth members with assets of $25K or less, acting as the primary resource for account openings. The position requires building community relationships, administering administrative duties accurately, and coordinating with Investment Solutions Specialists to ensure exceptional brand experiences.
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.
14% below the average for this role