Financial Services Representative

at  Atlantic Edge Credit Union

• An exceptional financial cooperative with a firm commitment to its people, culture, and the community
• Become a key part of a forward-thinking, inclusive, and diverse team that values every perspective
• Earn a competitive salary of $42,500 - $50,000, and comprehensive benefits!

ABOUT THE OPPORTUNITY

Reporting to the Branch Manager, the Financial Services Representative (FSR) will bring a burst of energy and enthusiasm to every interaction, building strong and lasting relationships with our members. With a friendly and proactive approach, the FSR will highlight the unique benefits tailored to each member’s needs while seeking out new opportunities to grow our membership with each conversation.

Main Responsibilities and Focus:

• Process and balance financial transactions accurately and efficiently in accordance with established policies and procedures
• Ascertain member’s and prospective member’s needs, and proactively explain Credit Union products and services
• Promote the benefits of utilizing other Credit Union services with members and prospective members alike
• Promote to members various deposit services including term deposits, and registered products
• Actively promote the various lending and credit products and services, including term loans, line of credit, mortgages, and credit cards
• Resolve member’s concerns and take action to remedy or reconcile any discrepancies within member records or accounts
• Account reconciliation
• General office administration

• Process and balance financial transactions accurately and efficiently in accordance with established policies and procedures
• Ascertain member’s and prospective member’s needs, and proactively explain Credit Union products and services
• Promote the benefits of utilizing other Credit Union services with members and prospective members alike
• Promote to members various deposit services including term deposits, and registered products
• Actively promote the various lending and credit products and services, including term loans, line of credit, mortgages, and credit cards
• Resolve member’s concerns and take action to remedy or reconcile any discrepancies within member records or accounts
• Account reconciliation
• General office administratio