Financial Services Representative

4 weeks ago

Fall River, Canada East Coast Credit Union Full time

East Coast Credit Union is seeking a Full-time Financial Services Representative to join our team This position will support our Fall River branch. Build your career at East Coast Credit Union, where you will discover exciting professional opportunities and a collaborative workplace with great benefits and teams that support you

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.

**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.

**You have**
- 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.

**We offer**
- Outstanding culture and opportunity to join an engaged and community-focused team.
- Tuition reimbursement, training, and personal development.
- Competitive compensation and benefits with performance-based incentives.
- Generous benefits 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.
- Additional employee perks include but not limited to wellness credit; reduced rates on employee loans/mortgages and paid volunteer time.

**Applications will be accepted until September 8**th**, 2023**

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.

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.

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