Account Advisor

**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’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking an **Account Advisor & Analyst, **to help us continue our rich tradition of serving our community - since 1943

As our Account Advisor & Analyst, you will work with small business and agricultural members on a variety of account related products and services - ideally proactively - as an extension of the lending and deposit services provided in our Business & Ag Financial Centre. In addition, you will support the team by preparing commercial and ag loan documentation, amendments, and mortgage instructions, and credit related support such as searches on behalf of our Advisors & Senior Advisors.

This role is a great introduction to a career in our Business & Ag Financial Centre. To be successful in this role you’re responsive, accurate and detail oriented with great relationship building skills. Your excellent listening skills and desire to connect members with the right product or service are imperative. This sometimes requires you to use your influence or reach out when you spot an opportunity to improve members’ experience. This role is enabled by technology, so a strong skill set in using and troubleshooting software and hardware will keep your day moving.

If it sounds like we expect a lot - we do We’ve created a member-passionate workplace with an extraordinary team. We have a deep dedication to financial wellness, financial literacy, and community through volunteerism and giving programs; not just a job to us.

**Qualifications**:

- A related diploma and 1 year of related experience in a financial services setting or other sales-oriented role. Equivalencies may be considered.
- Work experience and/or education in the areas of business and/or agricultural lending with an understanding of lending requirements, rules and regulations are considered assets.
- A solid working knowledge of MS Office Suite and Microsoft Teams or other virtual meeting tools. Preference for applicants with customer management software experience.

**What you should know**:
This is a unique opportunity to join New Community Credit Union team as they transition to becoming a Synergy Credit Union team. We are on an amalgamation journey, and you will have the opportunity to contribute to a successful change effort. This will be an exciting time to join a team. Learning is guaranteed You will learn the role as it supports the members today and then keep learning as systems and processes evolve to unify the teams.

**What do we offer?**
- Preferred rates on our products and services
- Benefits and Pension
- Competitive salary
- Investment in your professional development
- Community involvement

**More details**:

- Hours: Full-time - 37.5 hours weekly. Please note our hours of operation are currently Monday to Friday 8:30 a.m. to 5:00 p.m. Flexibility to work outside various hours is required for travel, events, and member meetings.

**A little more about us**:
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 - for families, schools, youth groups - you name it. We are proud to serve more than 25,000 members and have reached over $2.16 billion in assets.

We were named one of Saskatchewan's Top Employer for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.
- 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._

**Job Types**: Full-time, Permanent

**Benefits**:

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

Schedule:

- Day shift
- Monday to Friday

Work Location: One location