Business Solutions Specialist

CU Financial Management Ltd.; Halifax; Presencial; CAD 68.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible work arrangements

Health and dental plan

Employer pension plan

Tuition reimbursement

Wellness credits

Loan discounts

Descripción de la vacante

East Coast Credit Union is seeking a dedicated Business Solutions Specialist to join our HRM team. You will work with the Business Services Team to deliver cash management solutions, provide holistic financial guidance to business members, and support branch staff in selling and delivering cash management offerings.

You will analyze needs, present solutions on-site or remotely, and train members and staff while adhering to policies and regulatory requirements.

Formación

• Minimum three years of experience in business/commercial banking.
• Knowledge of cash management products and services.
• Strong negotiation, interpersonal and communication skills.
• Experience drafting RFPs and preparing reports.
• Completed a certificate or diploma in Business or Commerce.

Responsabilidades

• Provide exceptional member service by proactively engaging and following up with business members.
• Provide support and training to the Business Services Team and branch staff.
• Conduct detailed analysis and evaluation and recommend cash management solutions.
• Respond to member inquiries regarding research, system capabilities, and banking features.
• Proactively identify and respond to members’ needs (opening accounts, changing authorities, etc.).
• Complete custom pricing packages and monitor/review accounts annually.
• Proactively plan and prepare weekly contact strategy and reports.
• Act as subject matter expert in cash management services offerings.
• Ensure all documentation is compliant and timely.

Conocimientos

Negotiation

Interpersonal skills

Communication

Presentation skills

Microsoft Office

Educación

Certificate or diploma in Business or Commerce

Descripción del empleo

Are you ready for a new career journey at Nova Scotia's largest credit union? Join our dedicated team at East Coast Credit Union, where commitment to community, member satisfaction, and financial excellence are the foundation of everything we do.

East Coast Credit Union is a community-driven financial institution committed to a better banking model. A credit union is like a bank in many ways, but with cooperative ownership and special focus on people, not profits. We redefine the definition of local and bring Nova Scotians from many regions together with honest lending, savings, and investment products. Be part of an organization committed to fostering growth and empowering individuals on our team and in our East Coast community.

East Coast Credit Union is seeking aFull-time Business Solutions Specialistto join our team in HRM! Reporting to the Supervisor, Business Solutions Specialist, you will be responsible for improving the financial well-being of business and non-personal members and improving the member experience through provision of holistic advice and business solutions. Through collaboration with the Business Services team and branch staff, the Business Solutions Specialist identifies and delivers cash management solutions for new small business members and meets the needs of existing members.

We offer…

• Outstanding culture and opportunity to join an engaged and community-focused team.
• Competitive compensation ($67,795.23-$79,759.41 annually) and benefits with performance-based incentives.
• Potential for flexible work arrangements including Flex Time, Telework and compressed work week.
• Generous benefit package including a Flexible Health and Dental Plan (paid 100% by employer) and up to 9% contribution with employer match in the Defined Contribution Pension Plan.
• Tuition reimbursement, training, and personal development.
• Additional employee perks include but not limited to annual wellness credit; reduced rates on employee loans/mortgages and paid volunteer time.

You would…

• Provide exceptional member service by proactively engaging and following up with borrowing and nonborrowing small business and non-personal members; follows the Credit Union’s Experience Map while adhering to the company’s policies, procedures, and service standards.
• Provide support and training to the Business Services Team, and the retail branch staff, in the sale and fulfilment of all cash management solutions in a timely and professional manner.
• Conduct detailed analysis and evaluation and recommend cash management solutions and digital offerings to business members; prepare and deliver on-site and off-site presentations; provide virtual or in-person training and ongoing technical support regarding members’ cash management services.
• Respond to member inquiries regarding, but not limited to, research, system capabilities, password resets, online banking, Payment stream limit increases, wire payment processing, and other banking features that would support members’ business and financial transactions.
• Proactively identify and respond to members’ needs such as account opening, changing signing authorities, updating contact information, email addresses, etc.
• Complete custom pricing packages and monitor/review each account annually.
• Proactively plan and prepare weekly contact strategy; track weekly status and volume reports and provide progress updates to management.
• Act in a consultative capacity internally and externally and acts as subject matter expert in all cash management services offerings.
• Ensure all documentation in relation to Cash Management services are completed in an accurate and timely manner in accordance and compliance with all policies, procedures, and legislative requirements as appropriate.
• Complete other duties as assigned.
• Completed a certificate or diploma in Business or Commerce.
• A minimum of three years of experience in business/commercial banking in a financial institution; or an equivalent combination of training and experience.
• Knowledge of cash management products and services.
• Strong negotiation, interpersonal and communication skills.
• Demonstrated ability to establish trust and identify opportunities to expand and deepen member relationships.
• Experience drafting RFPs and preparing reports.

You are…

• Able to work independently with confidence while prioritizing and planning workload to meet deadlines.
• Equipped with strong presentation skills and the ability to engage with others authentically.
• Proficient in Microsoft Office and using various technologies and digital platforms.

Applications will be accepted until: October 16, 2026

Please note that all offers of employment are conditional upon the acceptance of an Individual Fidelity Bond Application which includes a criminal check and a credit check.

Don’t meet every single requirement? At East Coast Credit Union, we believe everyone has potential. If you are excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this role or other opportunities we may have.

We wish to thank applicants in advance; only candidates selected for an interview will be contacted.

At East Coast Credit Union, we are passionate about creating a diverse, equitable, and inclusive workplace and believe a diversity of perspectives, experiences and backgrounds benefit our employees, our members, and our communities.

East Coast Credit Union is committed to providing access, equal opportunity, and accommodation for individuals with disabilities. To request accommodation, please contact Human Resources by email at [e-mail] or by phone at 902.464.7107