Financial Services Representative
Financial Services Representative

Financial Services Representative

Glasgow Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide exceptional customer service and assist members with financial needs.
  • Company: Join East Coast Credit Union, Nova Scotia's largest community-driven financial institution.
  • Benefits: Enjoy competitive pay, flexible health plans, tuition reimbursement, and employee perks.
  • Why this job: Be part of a supportive team focused on community growth and member satisfaction.
  • Qualifications: A diploma in Business and sales experience in the financial industry are preferred.
  • Other info: Diversity and inclusion are core values; all backgrounds are encouraged to apply.

The predicted salary is between 28800 - 43200 £ per year.

East Coast Credit Union
175 Victoria St
New Glasgow, NS B2H, CAN

East Coast Credit Union
175 Victoria St
New Glasgow, NS B2H, CAN

New Glasgow, Nova Scotia

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 seeking a Full-Time Financial Services Representative, reporting to the Assistant Manager, the successful applicant 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 to commensurate with experience and education, and benefits with performance-based incentives.
  • Assistance with immigration through theAtlantic Immigration Program (AIP) – we are a designated employer.
  • 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 and reduced rates on employee loans/mortgages.

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 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.

Please note that this is a Unifor bargaining unit vacancy and first priority to fill this role shall be given to applicants from Antigonish and St. Andrews locations who are currently covered under the Unifor Collective Agreement and who meet the required qualifications. If not already, the successful candidate would become a member of UNIFOR, Local 2107.

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 careers@creditu.ca or by phone at 902.464.7107

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Financial Services Representative employer: East Coast Credit Union

At East Coast Credit Union, we pride ourselves on being Nova Scotia's largest credit union, dedicated to community engagement and member satisfaction. Our supportive work culture fosters personal and professional growth, offering competitive compensation, comprehensive benefits, and unique perks like tuition reimbursement and wellness credits. Join us in a rewarding career where your contributions truly make a difference in the lives of our members and the community.
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Contact Detail:

East Coast Credit Union Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Representative

✨Tip Number 1

Familiarise yourself with the products and services offered by East Coast Credit Union. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with current or former employees of East Coast Credit Union. They can provide valuable insights into the company culture and expectations, which can give you an edge during the selection process.

✨Tip Number 3

Prepare to discuss your customer service experiences in detail. Since the role heavily focuses on providing exceptional service, having specific examples ready will showcase your skills effectively.

✨Tip Number 4

Research the community initiatives that East Coast Credit Union is involved in. Showing that you align with their commitment to community can set you apart as a candidate who truly understands their mission.

We think you need these skills to ace Financial Services Representative

Exceptional Customer Service
Sales Skills
Financial Transaction Processing
Attention to Detail
Problem-Solving Skills
Communication Skills
Time Management
Knowledge of Financial Products and Services
Team Collaboration
Risk Management Procedures
Data Entry Accuracy
Proactive Approach to Member Needs
Ability to Balance Cash and Transactions
Adaptability

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Financial Services Representative position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in customer service or the financial industry. Use specific examples to demonstrate how your skills align with the requirements of the role.

Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for customer service and your understanding of the credit union's community-driven approach. Mention why you want to work at East Coast Credit Union specifically.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the Financial Services Representative role.

How to prepare for a job interview at East Coast Credit Union

✨Understand the Credit Union Model

Before your interview, make sure you understand how a credit union operates differently from a traditional bank. Familiarise yourself with the community-driven approach and the focus on member satisfaction, as this will show your commitment to the values of East Coast Credit Union.

✨Showcase Your Customer Service Skills

Prepare examples from your past experiences where you provided exceptional customer service. Highlight situations where you identified customer needs and went above and beyond to meet them, as this is crucial for the Financial Services Representative role.

✨Know the Products and Services

Research the various financial products and services offered by East Coast Credit Union. Being able to discuss these intelligently during your interview will demonstrate your initiative and readiness to assist members effectively.

✨Demonstrate Team Spirit

Since the role involves supporting the Front-Line team, be prepared to discuss your experience working in teams. Share examples that illustrate your ability to collaborate and contribute positively to a team environment.

Financial Services Representative
East Coast Credit Union

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