Banking and Financial Advisor Role

Join East Coast Credit Union as a Financial Services Associate and assist clients with their banking needs in Fall River, Nova Scotia. Foster trusting relationships while delivering tailored financial solutions to our members.
In this role, you'll engage members by providing personalized service and identifying their financial aspirations. You'll process daily transactions, guide members through digital banking tools, and promote various personal banking products, from savings accounts to loans. Additionally, you will play a crucial role in educating members on investment opportunities and compliance with regulatory practices.
Key Responsibilities:
• Process daily transactions including deposits and withdrawals
• Assist members with online and mobile banking tools
• Educate on personal banking and investment products
• Identify opportunities for cross-selling services
• Conduct needs assessments for potential lending
Requirements:
• Certificate or diploma in ...