Financial Services Representative

CUA•Halifax, NS

22d•Onsite

About The Position

Members of the CUA Team work to create and deliver a great banking experience to over 25,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made here by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team of big-thinking problem-solvers who think outside the box to help others take a step forward in their financial health. If you are excited about the opportunity to help people achieve what matters most, while changing the way people think about banking, consider the following opportunity. Reporting to the Branch Manager, the Financial Services Representative is responsible for executing superior front-line and telephone service transactions to current and prospective members, identifying cross-selling and sales lead opportunities as well as processing defined lending and deposit transactions.

Requirements

Undergraduate degree or diploma in Business Administration with relevant experience in the financial services sector; or equivalent combination of education and experience.
Proven ability to ensure an outstanding quality of service experience for all current and prospective members.
Effective sales skills with a proven record of results.
Excellent capabilities in cash management and transaction execution.
Strong multi-tasking skills, with the ability to adapt to changing requirements or new information.
Superior interpersonal skills.

Nice To Haves

Thrives in a front-line delivery role, with strong aptitude for engaging and connecting with people.

Responsibilities

Executing superior front-line and telephone service transactions to current and prospective members.
Identifying cross-selling and sales lead opportunities.
Processing defined lending and deposit transactions.
Executing all day-to-day banking transactions, through the branch network or the Customer Contact Centre.
Responding to members and non-members’ enquiries and requests for information.
Identifying and fulfilling sales opportunities with existing and prospective members in order to meet the financial needs of the membership, and to support the achievement of CUA’s business objectives, including a growing and sustainable membership base.