Member-Focused Financial Services Advisor

HR Ghost Board; United States; On-site; USD 31,000 - 37,000; Full time

Benefits offered by this job

Pension matching

Vacation benefits

Competitive benefit package

Preferred rates for banking needs

Job summary

Conexus is hiring a Financial Services Representative at our Circle Drive location in Saskatoon, SK. You’ll be the first member contact, guiding them to services and solutions while providing friendly, knowledgeable assistance.

Training is provided for those without banking experience. If you’re customer-focused, thrive in a fast-paced environment, and want to grow in financial services, this is a great fit.

Qualifications

• Experience in customer service or client-facing roles.
• Sales-oriented with ability to cross-sell and promote products.
• Experience handling cash and processing financial transactions.
• Comfort with technology and digital banking tools.
• Eagerness to learn and grow in financial services.
• Enjoy helping the public and delivering exceptional service.

Responsibilities

• Greet members and assist with the services they seek.
• Process transactions accurately and efficiently.
• Troubleshoot and guide the use of technology products.
• Highlight and promote credit union products and solutions.
• Engage in outbound communication and promotions.
• Identify suspicious transactions and respond appropriately.

Skills

Customer service

Sales

Cash handling

Tech savviness

Willingness to learn

Public interaction

Job description

Conexus is hiring a Financial Services Representative at our Circle Drive location in Saskatoon, SK. You’ll be the first member contact, guiding them to services and solutions while providing friendly, knowledgeable assistance.

Training is provided for those without banking experience. If you’re customer-focused, thrive in a fast-paced environment, and want to grow in financial services, this is a great fit.