WINTER 2022 CO-OP: Financial Services Representative

  • Location: Halifax, NS
  • Deadline: October 23, 2021


Position: Financial Services Representative

Reporting to the Assistant Manager, the Financial Services Representative is responsible for providing counter and telephone service to current and prospective members; processing financial transactions including daily balancing of cash and transactions; promoting and explaining credit union products and services; cross-selling credit union products and services and assisting members to identify needs and utilize the best products and services for their unique financial situation.

Company Background:

East Coast Credit Union is a full-service financial cooperative organization that is deeply

committed to the communities in which we live and work. We offer refreshingly honest banking

and take pride in providing an exceptional member experience. With 18 locations from Halifax to

Cape Breton and a virtual presence, we offer flexibility in workplace locations within beautiful

Nova Scotia.

East Coast Credit Union is the largest credit union in Atlantic Canada with approximately $1 billion in assets and serving over 42,000 across the province. It is part of the credit union

system that has been ranked first in customer service excellence out of all financial institutions

for 12 years in a row.

Duties may include a variety of the following:

· Provides account services to members by receiving and processing financial transactions including: cashing cheques; deposits and withdrawals; transfers between accounts; utility payments; stop payments orders; holds on accounts; wire transfers, calculating foreign and domestic exchange, certifying cheques, processing loan payments, processing cheque orders, issuing travellers cheques, money orders, drafts and other negotiable instruments. Balances cash drawer and daily transactions. Investigates and resolves out-of-balance conditions.

· Answers questions regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts and assisting members to make the most effective use of service offerings.

· Resolves member issues and handles complaints with tact and diplomacy; takes action to reconcile discrepancies in records and accounts within assigned limits or refers the member to another department as appropriate.

· Proactively uncovers needs and cross-sells on the benefits of utilizing other credit union products and services that would improve or support the member’s financial situation. Actively informs current and potential members about new products and services and current special offerings and refers more complex requests for information and assistance to appropriate branch staff.

· Processes night depository and ATM in accurate and efficient manner.

· Opens and closes safety deposit boxes. Reviews safety deposit procedures with new members. Controls members entrance within the vault area. Prepares and maintains required files.

· Ensures adherence to the Credit Union’s policies, procedures and legislative requirements.

· Assists and backs-up other team members and completes other duties as assigned.

Qualifications: Commerce/Business Students

· Competent in MS Word, PowerPoint, Excel, and Adobe

· Excellent communications skills (written and verbal)

· Accuracy and attention to detail

· Knowledge of, or willingness to learn about, co-operatives and their special qualities as member-owned businesses

· Positive, outgoing, and delivers exceptional customer service

· Ability to use digital member facing programs, and must be able to provide demonstrations to enable our members to use our electronic services such as mobile wallet, using the ECCU website, ECCU phone ap, etc.

Behavioural Competencies:

· Adaptability to Change – Applies guidelines or procedures flexibly

· Customer Service Orientation – Builds relationships with customer

· Listening, Understanding and Responding – Listens responsively

· Results Orientation – Acts to achieve defined performance standards

· Teamwork and Cooperation – Expresses positive expectations of team

· Strategic Orientation – Aligns current action with strategic goals of the organization

Dates: January – April, 2022 (15 weeks)

Salary: $16.50 – $18.50 per hour

Hours: 35 per week

Location: HRM

To apply please send resume and cover letter to