Business Services Specialist - Dartmouth, Canada - East Coast Credit Union

East Coast Credit Union

Verified Company

Dartmouth, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Business Services Specialist

Nova Scotia

Are you ready for a new career journey at Nova Scotia's largest credit union? Join our dedicated team at East Coast Credit Union, where commitment to community, member satisfaction, and financial excellence are the foundation of everything we do.

East Coast Credit Union is a community-driven financial institution committed to a better banking model.

A credit union is like a bank in many ways, but with cooperative ownership and special focus on people, not profits.

We redefine the definition of local and bring Nova Scotians from many regions together with honest lending, savings, and investment products.

Be part of an organization committed to fostering growth and empowering individuals on our team and in our East Coast community.

East Coast Credit Union is seeking a Full-time
Business Services Specialist to join our team Reporting to the Supervisor, Business Services Specialists, you will be responsible for improving the financial well-being of business members and improving the member experience through provision of holistic advice and business solutions.

Through collaboration with the Business Services team and branch staff, the Business Services Specialist identifies and delivers cash management solutions for new small business members and meets the needs of existing members.

You would

Provide exceptional member service by proactively engaging and following up with borrowing and nonborrowing small business members; follows the Credit Union's Experience Map while adhering to the company's policies, procedures, and service standards.
Provide support and training to the Business Services Team, and the retail branch staff, in the sale and fulfilment of all cash management solutions in a timely and professional manner.
Conduct detailed analysis and evaluation and recommend cash management solutions and digital offerings to business members; prepare and deliver onsite and offsite presentations; provide virtual or inperson training and ongoing technical support regarding members' cash management services.
Respond to member inquiries regarding, but not limited to, research, system capabilities, password resets, online banking, Payment stream limit increases, wire payment processing, and other banking features that would support members' business and financial transactions.
Complete custom pricing packages and monitor/review each account annually.
Proactively plan and prepare weekly contact strategy; track weekly status and volume reports and provide progress updates to management.
Ensure all documentation in relation to Cash Management services are completed in an accurate and timely manner in accordance and compliance with all policies, procedures, and legislative requirements as appropriate.
Complete other duties as assigned.

You have

Completed a certificate or diploma in Business or Commerce.
A minimum of three years of experience in business/commercial banking in a financial institution; or an equivalent combination of training and experience.
Knowledge of cash management products and services.
Strong negotiation, interpersonal and communication skills.
Demonstrated ability to establish trust and identify opportunities to expand and deepen member relationships.
Experience drafting RFPs and preparing reports.

You are

Able to work independently with confidence while prioritizing and planning workload to meet deadlines.
Equipped with strong presentation skills and the ability to engage with others authentically.
Proficient in Microsoft Office and using various technologies and digital platforms.

We offer

Outstanding culture and opportunity to join an engaged and communityfocused team.
Competitive compensation ($62,649$73,705 annually) and benefits with performancebased incentives.
Potential for flexible work arrangements including Flex Time, Telework and compressed work week.
Generous benefit package including a Flexible Health and Dental Plan (paid 100% by employer) and up to 9% contribution with employer match in the Defined Contribution Pension Plan.
Tuition reimbursement, training, and personal development.
Additional employee perks include but not limited to annual wellness credit; reduced rates on employee loans/mortgages and paid volunteer time.

Applications will be accepted until:
March 7, 2024

Please note that all offers of employment are conditional upon the acceptance of an Individual Fidelity Bond Application which includes a criminal check and a credit check.

At East Coast Credit Union, we are passionate about creating a diverse, equitable, and inclusive workplace and believe a diversity of perspectives, experiences and backgrounds benefit our employees, our members, and our communities.

Experience:
Preferred