Part-Time Financial Services Representative

CU Financial Management Ltd.; Antigonish; On-site; CAD 22,000 - 33,000; Part time

Benefits offered by this job

Flexible Health and Dental Plan

Defined Contribution Pension Plan with

Tuition reimbursement

Annual wellness credit

Employee loan/mortgage discounts

Paid volunteer time

Job summary

East Coast Credit Union in Antigonish is seeking a Part-Time Financial Services Representative to join our Antigonish Branch. You will provide counter and phone service to members, process financial transactions, and balance cash daily, reporting to the Assistant Manager.

We offer a benefits package and a community-oriented workplace. Ideal candidates will have at least one year of sales and service experience, preferably in financial services, plus a Business certificate or diploma.

Qualifications

• Completed a certificate or diploma in Business (or other relevant academic experience).
• Minimum of one year of sales and service experience, preferably in the financial industry, or equivalent education/experience.
• Passion for providing exceptional customer service and ability to meet sales objectives.

Responsibilities

• Provide exceptional customer service to current and prospective members.
• Pro-actively identify members’ financial needs; suggest appropriate product or service and refer members to other departments.
• Process various financial transactions and balance daily work accurately.
• Understand all products and services offered by East Coast Credit Union, including rules, features and price structures.
• Assist in promoting new products and services to members.
• Respond to member inquiries and resolve concerns or discrepancies.
• Follow security and risk management procedures and work as part of the Front-Line team.

Skills

Customer service

Sales

Communication

Time management

Attention to detail

Team player

Education

Diploma or certificate in Business

Job description

Job Category: Member Services Front Line

Requisition Number: FINAN001382

• Part-Time
• On-site

Locations

Showing 1 location

East Coast Credit Union
Antigonish, NS B2G, CAN

Description

Antigonish

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 looking for a Part-Time Financial Services Representative to join our Antigonish Branch! Reporting to the Assistant Manager, you will be responsible for providing counter and telephone service to current and prospective members; processing financial transactions including daily balancing of cash and transactions; assisting members with their financial needs and promoting credit union products and services.

We offer…

• Outstanding culture and opportunity to join an engaged and community-focused team.
• Competitive compensation.
• 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 customer service to current and prospective members.
• Pro-actively identify members’ financial needs; suggest appropriate product or service and refer members to other departments.
• Process various financial transactions and balance daily work in an accurate manner.
• Understand all products and services offered by East Coast Credit Union. These include but not limited to facts and features; benefits and advantages; rules and regulations and price structure.
• Assist in the promotion of new products and services to Credit Union members.
• Respond to member inquiries and resolve any concerns or discrepancies.
• Follow the Credit Union's security and risk management procedures.
• Demonstrate a team approach and provide support to the Front-Line team.
• Complete other duties as assigned.
• Completed a certificate or diploma in Business (or other relevant academic experience)
• A minimum of one-year of sales and service experience, preferably in the financial industry, or equivalent combination of education and experience.

You are…

• Passionate about providing exceptional customer service.
• Able to achieve and exceed business/sales objectives.
• Self-motivated with a strong work ethic.
• A critical thinker with problem-solving skills.
• Accurate and have a high attention to detail (data entry, paperwork, cash balancing).
• A great communicator with time management skills.

Please note, this position is a Bargaining Unit position, and the successful candidate would become a member of UNIFOR, Local 2107.

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