Recent & Potential Grads – Financial Services Representative – Cape Breton Credit Union – Sydney, NS

  • Location: Sydney, Nova Scotia
  • Deadline: March 2, 2022

Financial Services Representative

Cape Breton Credit Union provides financial products and services to residents of CBRM and beyond. We are currently accepting applications for a Financial Services Representative (FSR) who will wow our members with exceptional service, sound financial advice and quality products. 

The ideal candidate for this position is interested in ‘Life-Long Learning’ and in making a difference in daily interactions with our members. You are focused on your career development and will participate in our training programs and coaching opportunities.  By acquiring knowledge of Credit Union products and services, you will become indispensable to Cape Breton Credit Union.

Reporting to the Branch Manager, the FSR will be responsible to:

  • Communicate effectively with members and determine which products are services are needed, to help them reach their financial goals.
  • Recognize opportunities to make quality referrals internally or to partner organizations.
  • Accurately and efficiently process financial transactions, while recommending changes or additional products or services.
  • Review credit union records to ensure member data is thorough and complete.
  • Increase wallet share of member business by matching member need with credit union products and services.
  • Actively promote CBCU through social media channels.
  • Assist and back-up other team members and completing other duties as assigned

In this role, you will be expected to demonstrate the following personal characteristics.

  • 1) Respect
  • 2) Patience
  • 3) Self-Control
  • 4) Concern.
  • 5) Attentiveness.
  • 6) Empathy.
  • 7) Flexibility.

The ideal candidate for this position should have completed an undergraduate degree or diploma in business administration. An equivalent combination of education and experience will be considered.

Salary will be commensurate with qualifications and experience. Cape Breton Credit Union offers a comprehensive benefits package!

Applications close on Wednesday March 2nd, 2022

 Interested candidates should forward their résumé in confidence to:

Email: student_jobs@cbu.ca (MS Word format) – include the company and name of position in the email subject line

We wish to thank all applicants; however only those selected for an Interview will be contacted.