Job Description

Financial Services Associate \xe2\x80\x93 New Grad Program | Lloydminster, SK Are you a recent or upcoming post-secondary graduate seeking to launch your career in the financial industry? Want to join a fantastic team, build on your knowledge, and grow your skills? The Synergy Experience \xe2\x80\x93 what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We\xe2\x80\x99re local, we offer personalized and competitive products & services, and we\xe2\x80\x99re proud to be a part of a local and community focus. We are seeking a Financial Services Associate in our New Grad Program to help us continue our rich tradition of serving our community \xe2\x80\x93 since 1943! What do we offer? We were named one of Saskatchewan\'s Top Employers for the 6th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team. We also provide:

• Competitive salary
• Work/life balance
• Investment in your professional development
• Leadership development and mentorship programs
• Benefits from day 1, pension, and fabulous perks like preferred rates
• Community involvement opportunities

What does a Financial Services Associate do? FSAs work in a retail banking environment where they have a meaningful impact on the financial wellness of our customers (members). They connect with current and prospective members, understand their financial goals, provide informative and personalized advice, and recommend solutions and products to achieve those goals and enable financial success. Our ideal candidate is a relationship builder. You\xe2\x80\x99re motivated, with strong problem-solving and organizational skills. You\'ll be a part of a team of knowledgeable professionals who share a genuine commitment to delivering exceptional service to our membership, including on accounts and deposit products, consumer investments, and lending products and services (such as consumer, small business, and ag loans and mortgages). If you\xe2\x80\x99re passionate about building relationships, sharing expertise, and helping people meet their financial goals, this is the dynamic career you\xe2\x80\x99re looking for! How will you get there? Synergy\xe2\x80\x99s 4-month New Grad Program based on experiential learning strikes the right balance of structure and personalized feel. You will complete assigned learnings giving you a solid knowledge base and spend time with teams such as our Contact Centre, rural branches, and Financial Service Associates/Advisors. You\xe2\x80\x99ll gain valuable insight into the workings of each area and the collaborative effort that takes place across Synergy to ensure a successful member experience. All the while, you\xe2\x80\x99ll be gaining on-the-job experience, growing your confidence, and building the skills to make that meaningful impact in our members\xe2\x80\x99 lives. You\xe2\x80\x99re great at (or excited to learn) \xe2\x80\xa6

• Managing a portfolio of members, partnering with current and potential members to understand their goals and priorities,
• Advising on and delivering a variety of products and services to meet members\xe2\x80\x99 needs,
• Engaging in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
• Promoting Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you bring\xe2\x80\xa6

• Related post-secondary education (such as a Diploma or Degree in Business),
• Great relationship building skills,
• Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired,
• Mutual Fund Accreditation or successful completion of accreditation within 3 months, and
• Flexibility: **must be open to opportunities in our rural locations once training is completed**

We encourage you to apply! Equivalent combinations of education/experience may be considered. More details\xe2\x80\xa6

• Hours: Full-time; 75 hours biweekly. Flexibility to work outside various hours as required.
• Salary: $52 870 - $66 088 annually

The location\xe2\x80\xa6 Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene and M\xc3\xa9tis. To apply\xe2\x80\xa6 Submit your cover letter and resume by end of day Sunday, November 19, referencing competition #237801 in the subject line. We thank all applicants for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process including a criminal record check and credit check. A little more about us\xe2\x80\xa6 At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities \xe2\x80\x93 for families, schools, youth groups \xe2\x80\x93 you name it. We have reached over $2.5 billion in assets and are proud to serve more than 29,000 members. Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone. Get to know us! www.synergycu.ca Job Types: Full-time, Permanent Salary: $52,870.00-$66,088.00 per year Benefits:

• Company events
• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Profit sharing
• Vision care
• Wellness program

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person Application deadline: 2023-11-19