Branch Clerk (Temporary)

Northern Credit Union•Deep River, ON

19h•Onsite

About The Position

The Branch Clerk plays a vital administrative and customer service role within Northern Credit Union’s branch operations. Working closely with the Financial Services Representatives and Market Manager, the Branch Clerk supports the end-to-end loan process by managing and submitting documentation, maintaining client records, and ensuring compliance with internal and regulatory requirements. This role serves as a key liaison between clients and the lending team, helping facilitate smooth and timely loan approvals while delivering a high standard of service. The position requires strong attention to detail, excellent organizational skills, and the ability to collaborate effectively in a fast-paced branch environment. Additional responsibilities include opening personal and business accounts, supporting estate administration processes, assisting with online banking services, processing investments and renewals, promoting and supporting Visa sales, responding to member inquiries, managing the branch email inbox and voicemail, and confirming member appointments. The Branch Clerk proactively ensures members receive exceptional service by identifying cross-selling opportunities and referring members to the appropriate sales representative, partner, or alternative delivery channel. This position is also responsible for performing Member Experience Representative duties as required.

Requirements

High school diploma or equivalent (post-secondary education in business or finance is considered an asset).
1 to 2 years of experience in a banking or financial services environment preferred.
Strong organizational, administrative, and time management skills.
Basic knowledge of retail loan products and banking procedures.
Moderate proficiency in Microsoft Word, Excel, Outlook, and the use of modern office equipment; testing will be conducted.
Ability to communicate effectively, both orally and in writing, with members and co-workers in a courteous, professional, and efficient manner.
Ability to maintain confidentiality, accuracy, and attention to detail while working under pressure.

Nice To Haves

Post-secondary education in business or finance is considered an asset.

Responsibilities

Supports the end-to-end loan process by managing and submitting documentation, maintaining client records, and ensuring compliance with internal and regulatory requirements.
Serves as a key liaison between clients and the lending team, helping facilitate smooth and timely loan approvals while delivering a high standard of service.
Opens personal and business accounts.
Supports estate administration processes.
Assists with online banking services.
Processes investments and renewals.
Promotes and supports Visa sales.
Responds to member inquiries.
Manages the branch email inbox and voicemail.
Confirms member appointments.
Proactively ensures members receive exceptional service by identifying cross-selling opportunities and referring members to the appropriate sales representative, partner, or alternative delivery channel.
Performs Member Experience Representative duties as required.