Financial Services Associate at East Coast Credit Union
East Coast Credit Union • halifax, Canada
Role Description
Become a trusted advisor in financial services with East Coast Credit Union in Fall River, Nova Scotia. Deliver personalized financial solutions and assist members with diverse banking needs.
As a Financial Services Associate, you will utilize your expertise in sales and service to support members in navigating financial transactions, investing, and digital banking tools. Build relationships by identifying member goals and recommending suitable banking products and services. This role also involves educating members on loans, personal banking options, and compliance with regulatory standards.
Key Responsibilities: • Greet members and process financial transactions daily • Assist with digital banking tools and mobile apps • Build strong member relationships to identify financial needs • Promote personal banking products within approval limits • Support lending interviews and verify credit information
Requirements: • Certificate or diploma in Business Administr...
As a Financial Services Associate, you will utilize your expertise in sales and service to support members in navigating financial transactions, investing, and digital banking tools. Build relationships by identifying member goals and recommending suitable banking products and services. This role also involves educating members on loans, personal banking options, and compliance with regulatory standards.
Key Responsibilities: • Greet members and process financial transactions daily • Assist with digital banking tools and mobile apps • Build strong member relationships to identify financial needs • Promote personal banking products within approval limits • Support lending interviews and verify credit information
Requirements: • Certificate or diploma in Business Administr...