Halifax, Nova Scotia, Canada · On-site
Members of the CUA Team work to create and deliver a great banking experience to over 25,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service a…
Skills: Customer Service, Cross-selling, Sales Lead Identification, Lending Transactions, Deposit Transactions
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The representative is responsible for executing front-line and telephone banking transactions for members and prospective members. They must identify sales opportunities and process lending and deposit transactions to support business growth.
Candidates should possess an undergraduate degree or diploma in Business Administration or an equivalent combination of education and experience. Proven skills in sales, cash management, and interpersonal engagement are required.
Members of the CUA Team work to create and deliver a great banking experience to over 25,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made here by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team of big-thinking problem-solvers who think outside the box to help others take a step forward in their financial health. If you are excited about the opportunity to help people achieve what matters most, while changing the way people think about banking, consider the following opportunity.
Financial Services Representative
Reporting to the Branch Manager, the Financial Services Representative is responsible for executing superior front-line and telephone service transactions to current and prospective members, identifying cross-selling and sales lead opportunities as well as processing defined lending and deposit transactions.
Attributes:
As the successful candidate, you have a proven ability to ensure an outstanding quality of service experience for all current and prospective members. You will execute all day-to-day banking transactions, through the branch network or the Customer Contact Centre. You will be responsible for responding to members and non-members’ enquiries and requests for information. You will be able to identify and fulfill sales opportunities with existing and prospective members in order to meet the financial needs of the membership, and to support the achievement of CUA’s business objectives, including a growing and sustainable membership base.
Education / Experience:
Employment Equity, Diversity & Inclusion at CUA:
CUA strives to achieve a workplace where opportunities are based on skills and abilities and recognizes the value that diversity brings. We encourage applications from all qualified candidates, including those who identify as racially visible, indigenous, women in underrepresented roles, persons with disabilities and members of the 2SLGBTQI+ community. CUA supports candidates and employees with access and accommodation needs. If you are selected for an interview and require a specific accommodation, please let us know and we would be happy to assist.
This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
Closing date for this opportunity is July 3, 2026.
Method of Applying:
Please apply by selecting the “Apply” link or submitting a resume to [email protected] as well as providing your salary expectations. While we appreciate the interest of all applicants, only those who are being considered for an interview will be contacted. Thank you for your interest in joining the CUA Team!
The Better Way To Bank
Based in Halifax, Nova Scotia, CUA is a full-service banking institution with a 70-year history of helping everyday people get ahead with flexible products, personalized service and quick decisions. CUA has eight branch locations spanning from Cole Harbour to Tantallon, and a corporate office for Wealth Management Services, Commercial Lending and a dedicated Customer Contact Centre. With total assets in excess of $735 million, CUA offers personal and business banking through its branch network and Commercial Centre, online banking, deposit anywhere service, mobile app, an extensive network of ATMs, phone and text banking, banking abroad, and mobile banking specialist services that bring CUA’s financial advisors to the customer. Connect with us https://linktr.ee/CUAbanking
Offices: 350-7105 Chebucto Rd., Halifax, NS B3L4W8, CA · 135 Wyse Rd., Dartmouth, NS B3A 4K9, CA · 1565 South Park Street Branch, Unit 1, Halifax, NS B3H 2W8, CA · 6954 Mumford Rd, Suite 4, Halifax, NS B3L 4V9, CA · 380 Pleasant St., Dartmouth, NS B2Y 3S5, CA
The Better Way To Bank
Based in Halifax, Nova Scotia, CUA is a full-service banking institution with a 70-year history of helping everyday people get ahead with flexible products, personalized service and quick decisions. CUA has eight branch locations spanning from Cole Harbour to Tantallon, and a corporate office for Wealth Management Services, Commercial Lending and a dedicated Customer Contact Centre. With total assets in excess of $735 million, CUA offers personal and business banking through its branch network and Commercial Centre, online banking, deposit anywhere service, mobile app, an extensive network of ATMs, phone and text banking, banking abroad, and mobile banking specialist services that bring CUA’s financial advisors to the customer. Connect with us https://linktr.ee/CUAbanking
Offices: 350-7105 Chebucto Rd., Halifax, NS B3L4W8, CA · 135 Wyse Rd., Dartmouth, NS B3A 4K9, CA · 1565 South Park Street Branch, Unit 1, Halifax, NS B3H 2W8, CA · 6954 Mumford Rd, Suite 4, Halifax, NS B3L 4V9, CA · 380 Pleasant St., Dartmouth, NS B2Y 3S5, CA
