Virtual Branch Specialist

East Coast Credit Union

Virtual Branch Specialist at East Coast Credit Union, delivering advice and solutions via virtual channels. Fostering member satisfaction by providing financial products and support in a community-focused setting.

Posted 7/9/2026full-timeHalifax • 🇨🇦 CanadaJunior💰 CA$52,132 - CA$61,332 per yearWebsite

About the role

Key responsibilities & impact

Responding to inquiries and delivering advice and solutions to existing and potential members via all virtual channels
Managing digital and online inquiries; performing outbound calls and supporting sales and service initiatives as per established goals
Recommending and processing product and service solutions within specified guidelines
Identifying trends in service recovery incidents and recommending solutions
Assisting the branch network in booking in-person and telephone appointments
Championing understanding and providing support to members using all virtual and self-serve channels
Capturing member feedback on virtual and digital services and providing recommendations on enhancements

Requirements

What you’ll need

Completed a certificate or diploma in Business (or other relevant academic experience)
A minimum of 1-year sales and service experience, preferably in the financial industry and/or contact centre environment
Superior customer service and business development skills
French language proficiency (considered an asset)

Benefits

Comp & perks

Tuition reimbursement, training and personal development
Competitive compensation and benefits with performance-based increases
Generous benefit package including a Flexible Health and Dental Plan (paid 100% by employer)
Up to 9% contribution with employer match in the Defined Contribution Pension Plan
Employee perks include wellness credit; reduced rates on employee loans/mortgages; paid volunteer time

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Sales ExperienceService RecoveryProduct RecommendationsAppointment BookingTrend Analysis

Soft Skills

Communication SkillsProblem-Solving SkillsInterpersonal Skills

Certifications

Certificate in BusinessDiploma in Business