Start Date
Immediate
Expiry Date
24 Apr, 25
Salary
40000.0
Posted On
24 Jan, 25
Experience
2 year(s) or above
Remote Job
No
Telecommute
No
Sponsor Visa
No
Skills
Financial Services, Interpersonal Skills, Wealth Management
Industry
Financial Services
The Energy Credit Union (“TECU”) is a diverse, inclusive GTA based Financial Institution that has been serving exclusive members within the private and public sector for over 85 years. Our mission is to enable growth, wellness and financial prosperity for our community through the cooperative values of Trust, Loyalty, Compassion and Integrity above all.
We have an exciting opportunity to join our team in a full-time position that we call a Financial Services Coordinator - Member Services. Reporting to the Wealth, Estate and Operations Manager, the Financial Services Coordinator provides exceptional customer service to members with a variety of services related to the promotion and sale of cash and non-cash related deposit products and services. With a focus on sales, this position responds to members and potential members inquiries, analyzes needs, and assists members to utilize the product or service which best meets those needs. In addition, there are clearing responsibilities that include processing entries and maintaining and balancing the general ledgers and all charts of accounts. As a small team-based organization, the Financial Services Coordinator also enjoys variety and career development in supporting other areas including wealth and estate administration and lending administration as required.
This position is 100% on site and is based at our Milner Branch in Scarborough but also requires occasional travel to other GTA branch locations in Newmarket and Whitby to provide coverage as needed. Office hours are Monday - Friday 8:30 a.m. - 4:30 p.m.
QUALIFICATIONS