Job Description

Financial Services Administrator

|Lloydminster, SK

The Synergy Experience - 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 offer personalized and competitive services and are proud to be a part of your local community.

We are seeking a

Financial Services Administrator

to help us continue our rich tradition of serving our community - since 1943!

What do our Financial Services Administrators do?

You provide administrative support to the Financial Services Advisors and Associates. You engage with members to arrange and confirm appointments, assisting with credit and investment documents, and ensuring a seamless experience for everyone involved. You play a key role in following up on member-related action items and maintaining an efficient and accurate electronic filing system.

This role is a valuable part of our Financial Services Team! You work collaboratively with internal and external members to provide an excellent member experience. You are proactive, constantly looking to create efficiencies. You carry on quality member interactions through a variety of channels. You are simultaneously a strong team contributor with the ability to work independently.

If you are self-motivated with strong administrative skills and you enjoy providing a wide variety of support, this is the opportunity for you!

In this position, you will:

Communicate effortlessly about features and benefits, comprehensive understanding of all products and services. Excellent listening skills and efficiency, members are served consistently well. Continuously and relentlessly looking for ways to connect and appreciate the members, Timelines, turnaround, and accuracy are expertly balanced to be responsive, Identifies and recommends areas of efficiency, Participates in a coaching culture, supporting an environment of trust & respect among team members, leaders, and members. Share your technology expertise by introducing members to our digital banking platform, enabling them to better manage their banking needs, Collaborate with FSAs to collect information from members. Prepares credit & investment documents, annual reviews, mortgage renewal processes, and assists in delinquency management. Processes transactions and monitors activity to ensure alignment with risk tolerance. May assist on projects or change management initiatives, project rollouts. Complete all activities in compliance with relevant legislation, regulations, policies, and procedures.

What you need for this role:

Grade 12 Diploma plus one to three years of job-related experience in an office setting or administrative environment, or an equivalent combination of education and experience. Solid knowledge of Excel and the Microsoft Office Suite. Proficiency with Customer Relationship Management System (CRM), and adaptable to working with various technology. Understanding of Synergy's products and services Excellent listening skills. High degree of attention to detail. Organization and the ability to understand level of importance and urgency to determine priorities. Professional conduct, the ability to work with a high degree of confidentiality and discretion, and adherence to high ethical standards. Approachability and willingness to collaborate.

What do we offer?

Competitive salary Benefits and pension (from day 1), and fabulous perks like preferred rates Work/life balance Investment in your professional development Leadership development and mentorship programs Community involvement opportunities
If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, until suitable pool, referencing competition #

255902

in the subject line.

More details:

Hours:

Permanent full-time, 37.5 hours weekly.

Salary:

$45,820 to $57,275 per annum.

Location:

Lloydminster Service Centre, Lloydminster, SK

A little more about us:

Synergy Credit Union

is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers' (members') trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

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 - for families, schools, youth groups - you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan's Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

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 Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg, and Paradise Hill.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!

https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Job Types: Full-time, Permanent

Pay: $45,820.00-$57,275.00 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 Vision care Wellness program
Work Location: In person