Financial Services Representative

Souris Credit Union Limited; Town of Souris; On-site; CAD 48,000 - 53,000; Full time

Benefits offered by this job

Competitive Pay

Health & Retirement

Paid Time Off

Tuition reimbursement

Career development

Annual bonus

Job summary

Souris Credit Union Limited in Souris, PE invites you to join as a Financial Services Representative. You will serve members in-branch, over the phone, and digitally, delivering warm, reliable financial service.

The role emphasizes helping neighbors, handling transactions, guiding product use, and referring to Lending/Investment specialists. Ideal candidates have a high school diploma and at least two years of customer service, with strong numeracy and discretion.

Qualifications

• High School Diploma plus 2 years of customer service experience.
• Preference for candidates residing in Souris or nearby for after-hours ATM call-out.
• Strong numeracy, attention to detail, and discretion with confidential data.
• Proficiency in Microsoft Office and eagerness to learn banking tech.

Responsibilities

• Process daily financial transactions and resolve account inquiries.
• Assist members with card services and online/mobile/ATM self-service.
• Identify opportunities to refer members to Lending and Investment specialists.
• Handle branch tasks including opening/closing, cash drawer balancing, and safe deposit.
• Maintain confidentiality and comply with credit union policies.
• Support team, training, community events, and ATM maintenance response.

Skills

Customer service

Numeracy

Oral communication

Working with others

Attention to detail

Critical thinking

Effective communication

Positive attitude

Education

High School Diploma

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Windows OS

Job description

Financial Services Representative

Souris Credit Union | Souris, PE

We are growing to better serve our community! At Souris Credit Union, we are more than just a place to bank—we are a local, community-focused team dedicated to helping our neighbors reach their financial goals. With over $148 million in assets and 3,500 member-owners, we take pride in putting people first. Community support is at the heart of everything we do: since 2012, we have returned over $4.8 million directly to our members and local community through patronage rebates, sponsorships, charitable donations, and educational bursaries.

If you want to work in a friendly, supportive environment where your daily work directly benefits your neighbors and community, we would love to hear from you!

What You’ll Do

As a Financial Services Representative, you are the face and voice of Souris Credit Union. You will deliver warm, reliable, and knowledgeable service to our members —whether they are visiting us in-branch, calling over the phone, or reaching out through digital channels.

In this role, you will:

• Deliver Great Member Experiences: Process daily financial transactions smoothly, resolve account inquiries, and assist members with card services.
• Guide & Advise: Help members get the most out of their banking by introducing them to helpful products and guiding them through our online, mobile, and ATM self-service banking options.
• Connect Member Needs: Identify opportunities to make members’ financial lives easier, proactively referring them to our Lending and Investment specialists when appropriate.
• Keep Operations Running Smoothly: Handle essential branch tasks including daily opening/closing procedures, cash drawer balancing, and safety deposit administration.
• Protect Our Members & Credit Union: Ensure high confidentiality and maintain compliance with credit union policies.
• Support the Team: Collaborate with colleagues, assist with training, participate in community events, hold security combinations, and serve as part of our local after-hours ATM maintenance response team.

What You Bring:

• Education & Experience: A High School Diploma combined with at least 2 years of customer service experience (or an equivalent combination of education and experience).
• Local Connection: Because this position is part of our after-hours ATM call-out team, preference will be given to candidates who reside in Souris or the surrounding area.
• Service Mindset: A genuine passion for helping people, strong active listening skills, empathy, and a team-first attitude.
• Detail & Accuracy: Comfort with numbers, previous cash-handling experience, high attention to detail, and absolute discretion with confidential member data.
• Tech Comfort: Intermediate proficiency in Microsoft Office, fast and accurate keyboarding skills, and an eagerness to learn new banking technologies quickly.
• Growth Orientation: Curiosity and a passion for continuous, lifelong learning.

What We Offer:

We believe in taking care of our team so you can take care of our members. Here is what you can expect when you join us:

• Competitive Pay: Salary range for this position is $47,716 – $53,302 (commensurate with experience).
• Comprehensive Health & Retirement: Flexible health and dental coverage, paid sick leave, an annual Health Care Spending Account, and a pension plan with up to 6% employer-matched contributions.
• Work-Life Balance & Paid Time Off: Starting vacation at 3 weeks (pro-rated).
• Career Development: Tuition reimbursement, structured training programs, and career progression paths.
• Perks & Extra Allowances: Annual clothing allowance, fee-free personal banking, reduced rates on employee loans and mortgages, and opportunity for an annual bonus.
• Probationary Period: 3 months.

Application Deadline: October 30, 2026

Note: All offers of employment are conditional upon the successful completion of an individual Fidelity Bond Application, which includes a criminal background check and credit check.

Essential Skills:

• Computer Use
• Numeracy
• Oral Communication
• Working with Others

Soft Skills:

• Attention to Detail
• Critical Thinking
• Effective Communication
• Positive Attitude

Hard Skills:

• Banking Services
• Customer Service
• Data Entry
• Financial Services

Digital Skills:

• Microsoft Excel
• Microsoft Outlook
• Microsoft Word
• Windows OS

Languages:

• English