Financial Services Associate

OverviewLaunch your career in the financial industry with an organization invested in you and your communityAs a Financial Services Associate (FSA) in our New Grad Program, you will be part of a fantastic team, building knowledge and growing your skills as a financial industry professionalThe Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our clients (members) and each other has created an incredible place to work. We’re a member-owned, cooperative financial institution driven to provide an unmatched member experience. We offer a competitive full suite of personalized products & services, and we’re proud to give back: helping build strong communities along the way.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’re motivated, with strong problem-solving and organizational skills. You\'ll be a part of a team of knowledgeable professionals with a genuine commitment to delivering exceptional service to our membership, including on accounts and deposit products, investments, and lending products and services (such as personal, small business, and ag loans and mortgages).If you’re an agile learner who is passionate about building relationships, sharing expertise, and helping people reach their financial goals, this is the dynamic career you’re looking forHow will you get there?Synergy’s 12-week FSA Learning Program is based on experiential learning and strikes the right balance of structure and personalization. You will complete assigned learnings giving you a solid knowledge base and spend time with teams such as our Financial Services Team, Contact Centre, and rural branches. You’ll gain valuable insight into our systems, the workings of each area, and the collaborative effort that takes place across the organization to ensure a successful member experience. All the while, you’ll be gaining on-the-job experience, growing your confidence, and building the skills to make a meaningful impact in members’ lives.You’re great at(or excited to learn) …Managing a portfolio and partnering with current and potential members to discover their goals and prioritiesAdvising and delivering on a variety of products and services to meet clients’ unique needsEngaging in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationshipsPromoting Synergy Credit Union within our communities. This includes engaging in business development activities, volunteerism, outreach activities, and participation in campaignsWhat you bring…Recent or upcoming post-secondary graduation (between April 2025 and May 2026) in a related field such as Business, Finance, or Accounting. 2024 graduates may be considered.Great relationship building skillsPrevious sales experience working with goals, strong closing and referral techniques, and pipeline development is preferredMore details…Hours: Full-time; 75 hours biweekly. Flexibility to work outside typical business hours as requiredSalary: $55 200 - $69 000 annuallyPreference for candidates to complete the FSA Learning Program at Lloydminster Synergy Centre. Once training is completed, opportunities may be available at any branch location.What do we offer?We were named one of Saskatchewan\'s Top Employers for the 8th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with members, and our team.We provide:Competitive salaryWork/life balanceInvestment in your professional developmentLeadership development and mentorship programsBenefits from day 1, pension, and fabulous perks like preferred ratesCommunity involvement opportunitiesTo apply…Submit your cover letter and resume by end of day Friday, November 14, to careers@synergycu.ca, referencing competition #255601 in the subject line.We thank all applicants for their interest. 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…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 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 30,000 members and have reached over $2.8 billion in assets under management.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.Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.Get to know uswww.synergycu.ca #J-18808-Ljbffr