Financial Services Representative

East Coast Credit UnionAntigonish, NS
Onsite

About The Position

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.

Requirements

  • 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.
  • 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.

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 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.

Benefits

  • Flexible Health and Dental Plan (paid 100% by employer)
  • Up to 9% contribution with employer match in the Defined Contribution Pension Plan
  • Tuition reimbursement, training, and personal development
  • Annual wellness credit
  • Reduced rates on employee loans/mortgages
  • Paid volunteer time
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