Careers

Join Our Team as a Financial Services Officer! (FSO-2)

About the Role:

As a Financial Services Officer 2 at OCU (Osoyoos Credit Union), you’ll be at the heart of our member relationships, providing top-notch service and personalized financial solutions. The Financial Services Officer 2 contributes to the credit union’s success by working with members to determine and deliver optimal lending and investment products and services and by providing guidance and coaching to Financial Service Officers. The Financial Services Officer 2 demonstrates Osoyoos Credit Union’s values of integrity, professionalism, accountability and co-operation through their work and interactions with OCU employees, members and the community.

Job Location: Osoyoos Credit Union Main branch at 8312 Main Street, Osoyoos, B.C.

What You’ll Be Doing:

Providing Exceptional Member Service:

• Building relationships with members by understanding their financial situations and recommending the best lending and investment products to meet their needs.
• Promoting and explaining products and services to increase member awareness and drive sales.
• Administering loan and investment products efficiently while addressing complex member requirements.
• Actively identifying opportunities for membership growth and promoting lending products like lines of credit, personal loans, mortgages, Creditor Insurance, RRSP loans, and credit cards, within your approval limits.
• Completing loan applications, assessing creditworthiness, and approving loans, mortgages, and lines of credit within your authority, or providing recommendations for decisions.
•  Selling investment products such as term deposits, Indexed Linked term deposits, and registered products to help members achieve their financial goals.
•  Providing guidance and coaching to Financial Service Officer 1s, enhancing their product knowledge and member service standards to ensure exceptional service is delivered across the credit union.
•  Acting as a mentor to Financial Service Officer 1s, modeling excellent member service delivery and offering support with complex member needs.

Sustaining Member Growth

•  Cross selling products and soliciting new members, fostering business development through excellence in product knowledge
•  Participating in the development of and supporting the achievement of corporate goals
•  Maintaining up-to-date knowledge of credit union lending and deposit services and products and relevant policies and legislation
•  Assisting in ensuring that Osoyoos Credit Union is well maintained and offers a welcoming member experience
•  Other duties as assigned.

Qualifications

Education and Experience:

Post-secondary education in business or a related discipline and a minimum of 5 years of experience performing lending and investment functions in a financial institution, or an equivalent combination of education and experience. Thorough knowledge of Osoyoos Credit Union’s deposit, lending, and investment products.

Completion of CUIC 210 (Consumer & Residential Mortgage Lending) and CUIC 240 (Fundamentals of Personal Financial Planning) courses through CUSOURCE is required within 12 months.

Role Competencies:

• Excellent communication and interpersonal skills with the ability to develop strong member relationshipsZ
• Advanced understanding of credit union’s deposit, lending, and investment products and policies
• Advanced written and verbal communication skills
• Demonstrated organizational skills and ability to multi-task in a fast-paced environment
• Demonstrated ability to plan, organize and prioritize work
• Solid computer skills (a proficiency with MS Word & Excel)
• Ability to adhere to professional, regulatory and industry standards
• Demonstrated ability to work collaboratively and interdependently with other roles to ensure member needs are delivered in a seamless manner
• Advanced understanding of the credit union’s operations

Key Leadership Qualities for Success at OCU:

• Exceptional service: You excel at delivering outstanding service to members, which results in enthusiastic referral sources and lifelong members who value the relationships and experience they receive at the credit union.

• Community, professionalism, accountability, and independence: You embody OCU’s core values in every interaction—with members, colleagues, and the community. You uphold the highest professional standards, make principled decisions, and take full responsibility for your contributions as part of the team.

• Initiative:You’re proactive and driven to go above and beyond expectations. A self-starter, you bring fresh ideas, seize opportunities, and focus on delivering results that add value to the credit union.

• Communication and interpersonal skills: You thrive on effective, respectful communication. You actively listen, share relevant information, and leverage your negotiation and team-building skills to foster strong, collaborative working relationships.

Why You’ll Love Working Here:

• Competitive base salary; reviewed annually. The salary range for this position is $55,550 – $69,450
• Incentive bonus plan
• Extended health care and dental coverage
• Paid vacation days
• RRSP with employer contributions
• Special banking perks – including preferred rates on loans and mortgages, deposits and no-fee banking
• Positive team environment where work/life balance is supported and encouraged.

Why OCU?

• We’re dedicated to providing exceptional service and fostering a welcoming environment.
• Our core values—community, professionalism, accountability, and independence—guide everything we do.
• We encourage initiative and innovation, and we value your contributions.

If you’re passionate about helping others and ready to take your career to the next level, we’d love to hear from you! Join us at Osoyoos Credit Union and be a part of a team that’s making a difference.

Apply Today!

This is a full-time position.

Submit your cover letter and resume to Roxanne Davyduke, Chief Operating Officer: rdavyduke@ocubc.com

Please include “FSO 2” in the subject line. We thank all applicants for their interest; however only those selected for an interview will be contacted.