Financial Services Representative
- Souris, PE, C0A 2B0, Canada
Competitive Pay: Salary range for this position is $47,716 – $53,302 (commensurate with experience). · Full-time
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Job details
- Pay
- Competitive Pay: Salary range for this position is $47,716 – $53,302 (commensurate with experience).
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original 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.
Ready to Join Us?
Submit your application online today!
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.
More about this job
Responsibilities
Provide friendly, knowledgeable service to members across in-branch, phone, and digital channels by processing transactions, resolving account inquiries, assisting with card services, and explaining banking products and self-service options. Maintain branch operations and security, protect confidential information, refer members to lending and investment specialists, and support colleagues and community activities.
Requirements
Applicants need a high school diploma and at least two years of customer service experience, or an equivalent combination of education and experience; preference is given to candidates living in Souris or nearby. The role also calls for cash-handling experience, strong listening and interpersonal skills, accuracy and discretion, intermediate Microsoft Office proficiency, fast keyboarding, and willingness to learn banking technologies.
Skills
- Customer Service
- Active Listening
- Empathy
- Teamwork
- Cash Handling
- Numerical Accuracy
- Attention to Detail
- Confidentiality
- Microsoft Office
- Keyboarding
- Digital Banking Support
- Financial Transaction Processing
- Account Inquiry Resolution
- Member Referrals
- Cash Drawer Balancing
- Compliance
Benefits
- Flexible Health Coverage
- Dental Coverage
- Paid Sick Leave
- Annual Health Care Spending Account
- Pension Plan With Up to 6% Employer-Matched Contributions
- Three Weeks of Starting Vacation
- Tuition Reimbursement
- Structured Training Programs
- Career Progression Paths
- Annual Clothing Allowance
- Fee-Free Personal Banking
- Reduced Employee Loan and Mortgage Rates
- Opportunity for an Annual Bonus
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Sales
- Security & Safety
Keywords
- Credit Union
- Financial Services
- Member Service
- Customer Service
- Financial Transactions
- Account Inquiries
- Card Services
- Banking Products
- Online Banking
- Mobile Banking
- ATM Banking
- Lending Referrals
- Investment Referrals
- Cash Handling
- Cash Drawer Balancing
- Branch Operations
- Opening and Closing Procedures
- Safety Deposit Administration
- Confidentiality
- Compliance
- Security
- ATM Maintenance
- Microsoft Office
- Keyboarding
- Community Engagement