Closed listing
Financial Services Representative
- Brantford, ON, Canada
Compensation Range: $39,800 - $59,700.00 + Eligibility for Annualized Incentive Plan · Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Pay
- Compensation Range: $39,800 - $59,700.00 + Eligibility for Annualized Incentive Plan
- Job type
- Full-time
- Closing date
- Experience
- 2–4 years of experience in financial services or a credit union environment
- Working hours
- 35 hours per week
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Job Title: Financial Service Representative (FSR)
Job Status: Regular Full-Time – One (1) New Vacancy
Primary Location: Brantford Branch (Occasional travel to head office location in Hamilton)
Build relationships. Start conversations. Make an impact.At Healthcare and Municipal Employees’ Credit Union (HMECU), our Financial Service Representatives are more than frontline staff - they’re relationship builders who take initiative and actively connect with members to support their financial journeys.
This role is ideal for someone who doesn’t wait for opportunities - you create them. You’re comfortable reaching out, starting conversations, and helping members take the next step with confidence.
About HMECUFor over 90 years, HMECU has proudly supported healthcare, municipal, fire, and police communities. Our team is at the heart of everything we do - delivering exceptional service while helping our members focus on what matters most.
Our Purpose: We care for the financial needs and wellbeing of our members so you can focus on what matters most.
What You’ll DoBuild Relationships & Start Conversations- Connect with members across in-branch, phone, and digital channels
- Proactively reach out through calls, follow-ups, and outreach to deepen relationships
- Understand member needs and recommend solutions that support their financial goals
- Support members with lending, investment, and everyday banking needs
- Assist with loan and mortgage applications, including documentation and follow-up
- Process investment transactions and support renewals
- Identify opportunities to introduce additional products and services
- Contribute to individual and branch performance targets
- Support campaigns and initiatives that grow member relationships
- Represent HMECU at community events and build meaningful local connections
- Process transactions including deposits, withdrawals, and payments
- Provide teller coverage as needed
- Ensure accuracy, compliance, and confidentiality in all interactions
- Execute all cash handling, balancing, and security controls accurately to support sound treasury operations and safeguard assets
- Takes initiative to connect with members and build relationships
- Comfortable starting conversations, including outbound calls and follow-ups
- Confident identifying needs and recommending appropriate solutions
- Contributes to achieving individual and team goals
- Maintains accuracy and attention to detail in all work
- Adapts well in a fast-paced, evolving environment
- 2–4 years of experience in financial services or a credit union environment
- Strong communication and relationship-building skills
- Demonstrated initiative and comfort engaging members proactively
- A results-driven mindset with a focus on delivering value to members
- Solid understanding of financial products and services
- Comfortable using digital tools and systems (e.g., MS Office)
- Must be bondable
Make a real impact – Help members take meaningful steps toward financial wellbeing
Grow your career – Build your skills in lending, investments, and relationship management
Purpose-driven work – Be part of an organization rooted in community and care
Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so that arrangements can be made.
HMECU uses AI-assisted tools to support our recruitment process, such as screening and organizing application information. All hiring decisions are made by our People & Culture team and hiring managers. A human will always review your application before any decisions are made.
Job Type: Full-time – One (1) vacancy
Hours of Work: 35 hours per week
Compensation Range: $39,800 - $59,700.00 + Eligibility for Annualized Incentive Plan
Benefits: YES. 100% Employer Paid Benefits including STD, LTD, Life Insurance, Extended Health, Dental Coverage, and Employee Family Assistance Program
Pension: 7% Employer Contribution to our Defined Contribution Pension Plan
More about this job
Responsibilities
Build and strengthen member relationships through in-branch, phone, and digital interactions, proactively identifying needs and recommending lending, investment, and everyday banking solutions. Process transactions and support branch operations, cash controls, compliance, community engagement, and individual and branch performance goals.
Requirements
Requires 2–4 years of experience in financial services or a credit union, strong communication and relationship-building skills, and initiative in proactively engaging members. Candidates should understand financial products and services, be comfortable with digital tools such as Microsoft Office, have a results-driven mindset, and be bondable.
Skills
- Member Relationship Building
- Proactive Outreach
- Financial Needs Assessment
- Financial Product Recommendations
- Lending Support
- Mortgage Applications
- Investment Transactions
- Everyday Banking
- Sales and Cross-Selling
- Target Achievement
- Community Engagement
- Teller Operations
- Cash Handling
- Transaction Processing
- Accuracy and Attention to Detail
- Microsoft Office
Benefits
- Short-Term Disability Insurance
- Long-Term Disability Insurance
- Life Insurance
- Extended Health Coverage
- Dental Coverage
- Employee Family Assistance Program
- Annual Incentive Plan
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Sales
Keywords
- Financial Services
- Credit Union
- Member Relationships
- Member Outreach
- Outbound Calls
- Lending
- Mortgage Applications
- Investments
- Investment Transactions
- Everyday Banking
- Financial Products
- Product Recommendations
- Cross-Selling
- Performance Targets
- Community Engagement
- Branch Operations
- Teller Coverage
- Deposits
- Withdrawals
- Payments
- Cash Handling
- Cash Balancing
- Treasury Operations
- Compliance
- Confidentiality
- Security Controls
- Microsoft Office
- Digital Tools
- Bondable