Frontline Banking Specialist

CUA; Tantallon; On-site; CAD 42,000 - 62,000; Full time

Job summary

CUA is seeking a Financial Services Representative to deliver exceptional front-line and telephone service to members in Nova Scotia. You will handle day-to-day banking transactions, identify sales opportunities, and assist members with financial needs.

This role reports to the Branch Manager and emphasizes outstanding service and cross-selling within a supportive team. Ideal candidates have an undergraduate degree or diploma in Business Administration, strong sales and cash handling skills, and

Qualifications

• Front-line delivery experience in financial services or customer-facing roles.
• Ability to identify cross-selling and sales opportunities with members.
• Strong cash handling and transaction execution skills.

Responsibilities

• Execute day-to-day banking transactions at the branch network or contact centre.
• Respond to member inquiries and requests for information.
• Identify and fulfill sales opportunities to meet members' financial needs and support membership growth.

Skills

Customer service

Sales

Cash handling

Interpersonal skills

Multi-tasking

Communication skills

Education

Undergraduate degree or diploma in Business Administration

Job description

CUA is seeking a Financial Services Representative to deliver exceptional front-line and telephone service to members in Nova Scotia. You will handle day-to-day banking transactions, identify sales opportunities, and assist members with financial needs.

This role reports to the Branch Manager and emphasizes outstanding service and cross-selling within a supportive team. Ideal candidates have an undergraduate degree or diploma in Business Administration, strong sales and cash handling skills, and