Financial Service Officer, Coastal Financial, West Pubnico

Coastal Financial Credit Union is a locally owned co-operative financial institution. We offer a full suite of financial products and services including chequing and savings accounts, investments, personal and commercial lending (including fishing boats/licenses). We believe in giving back to the communities in which we operate. With four branch locations in the south western part of Nova Scotia (Yarmouth, Tusket, Wedgeport, and West Pubnico), our focus is on meeting the banking needs of our 8000 members.

To join our team of financial services professionals, Coastal Financial Credit Union is currently accepting applications for a permanent full-time Financial Services Officer (FSO) to provide professional financial advice and exceptional member service in order to identify the appropriate lending and investment solutions which add value to the member. The successful candidate will be based in the West Pubnico Branch however will be open to travel and/or re-assignment to other branches as required by changing business conditions within the organization.


The FSO will be responsible for business development efforts, achieving sales goals through service excellence and product knowledge, and delivering quality financial products and services to current and prospective consumer and small business members. Working closely with the community, strong emphasis will be placed on identifying new business opportunities while providing innovative solutions for a variety of financial needs.

The Person:

The ideal candidate will demonstrate strong business acumen and proven success in managing new and existing member relationships, as well as achieving sales goals while working collaboratively within a team. Excellent communication and problem-solving skills are required as is the ability to take ownership of servicing and growing a portfolio while demonstrating sound decision making. Growth oriented, this individual will identify opportunities for deposit and loan growth for the branch and will work closely with branch staff providing support and leadership in achieving branch goals. Individuals who are actively involved in their community may be considered an asset.


The successful candidate will have a minimum of two years experience in managing client relationships coupled with a post secondary education in Business Administration or Financial Management, or, an equivalent combination of training and experience. Proven success in lending and investment services may be considered an asset.


We offer a comprehensive salary and benefit package for this position including an employee pension, health, dental, life insurance and a long-term disability plan, days off for volunteer activities, an annual health benefit, vacation days, sick days and personal days, as well as paid professional development education and training.

Interested candidates should forward their cover letter and resume by October 5th, 2018, to Sonia Ryan, Manager of Human Resources at

Note: All offers of employment are conditional upon the acceptance of an Individual Fidelity Bond Application which includes a criminal check and a credit check.

We understand the time and effort that it takes to submit an application and we wish to thank all applicants for their interest, however, only those candidates selected for an interview will be contacted.