Be a part of something different

We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities.  We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.

At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, passion, integrity, respect, and knowledge. More than a poster on the wall, our values guide everything we do. They’re values we live every single day – where everyone has a voice and where we listen. Just ask someone who works here to see what they think, and check out our latest annual report to see what we’ve been up to.

We provide all of our employees with a generous benefits package that includes a Living Wage salary, defined contribution pension plan and performance-based success sharing. Combine that with our commitment to contributing to the wellbeing of our employees through competitive benefits programs, wellness days and allowances for education, and it’s no surprise that our employee engagement scores are consistently so strong.

Our commitment to community

We live our brand from the inside out, and our Truly Local Commitment starts with our employees. We support an inclusive, diverse, and caring internal culture. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through our Truly Local Ambassador program.  And, we also commit to investing a portion of our profits directly back into our local communities.

We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.

Proactively manage all member facing areas of the estate process for our deceased members, including the interactions with estate representatives, beneficiaries, lawyers and accountants, in accordance with Credit Union policies. Throughout the process, instil confidence and provide an exceptional member experience by professionally and accurately servicing all estate settlement inquiries and escalations.

Differentiating Accountabilities:

• Acts as an organizational liaison in providing a holistic estate experience to members (Estates representatives, beneficiaries, lawyers and accountants) & branch employees during the estate life cycle phases of estate notification through to estate settlement.

• Provides guidance and proactive support to ensure quality input from estate representatives, beneficiaries, lawyers, and accountants as well as leading group conversations with branch callers and estates representatives to ensure efficient settlement of the estate.

• Apply appropriate processes & procedures to accurately respond to caller inquiries and complete all related transactions & documentation while mitigating any potential risks to PenFinancial or to the estates representative.

• Contribute to PenFinancial’s financial objectives by proactively identifying opportunities to refer estate representatives and beneficiaries to any of our wealth specialists or other resources to ensure a higher percentage of the liquidated assets of the estate are retained by PenFinancial.

• Collect all relevant documentation to ensure accurate reporting to CRA for registered products relating to deceased members and beneficiaries.

• Communicate effectively with Estate executors, lawyers and branch staff through a variety of channels including but not limited to email, telephone, in person, facsimile, electronic platforms and written correspondence.

• Ensure that CRM is updated to capture all transactions, questions, and interactions.

• Perform other assigned responsibilities.

• Post-secondary community college diploma or university degree in accounting, finance, business administration or a related program, or an equivalent combination of education    (minimum Grade 12) and experience
• Working towards, or completion of the MTI Estate and Trust Professional Designation considered an asset

• Minimum of four (4) years of related experience in a financial institution or a business environment; credit union experience     preferred

Target Salary: $63,411

Salary will be determined based on skills, experience, education and other qualifications relevant to this position

To learn more visit https://www.penfinancial.com/careers

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.