Financial Services Representative

Job summary

The Financial Services Representative serves as the first point of contact for members, providing everyday banking services such as deposits, withdrawals, and bill payments. They also identify member needs to offer appropriate products and refer members to Financial Advisors to strengthen relationships.

Job details

At Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately contributing to a thriving province. We are curious, courageous, confident and committed. Our values ensure we consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work each day, each role is a vital part of Conexus. As of January 1, 2026, Conexus, Cornerstone, and Synergy credit unions have merged into one provincial credit union serving over 200,000 members in 57 branches across 50 Saskatchewan communities. We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis. The bigger picture We’re looking for an agile member-service ambassador to come on board as a part-time Financial Service Representative at our Lemberg Branch. You will be the first point of contact for members and will provide them with everyday banking services and products to meet their immediate needs. As a part-time Financial Services Representative, you will work 15 - 37.5 hours per week based on business needs. How you’ll be spending your time * Assisting members with day-to-day banking services such as bill payments, deposits, withdrawals and much more * Proactively identifying and responding to members’ needs to empower members to achieve what matters to them * Learning additional aspects of branch actions from opening accounts and wire transfers, to completing simple credit card applications – to help fill in any gaps on a day to day basis * Uncovering opportunities to refer members to Financial Advisors to further develop and strengthen relationships * Adhering to policies and procedures to ensure compliance within the industry The way people describe you * An engaging person, who builds trust and working relationships with ease * A team player who takes pride in serving our members and creating exceptional experiences * A reliable individual that shows up for themselves and the team * A communicator, who takes a genuine interest in people and is good at listening * A detail oriented individual who is meticulous in their work and values accuracy The experience you bring * High School Diploma * Experience in providing customer service * Experience in cash handling Salary Range $22.24 - $26.16 with a 6% Short Term Incentive Target Benefits & Perks The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to: * Preferred rates for all your banking needs, helping to make life more affordable. * Vacation benefits, giving you time to spend on what’s most important to you. * Competitive benefit package options covering all aspects of personal wellness. * Pension matching to support you toward retirement. We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on October 25, 2026 so apply now! If you have questions about this position, please contact Janessa Dmyterko at jobs@conexus.ca [jobs@conexus.ca].

What you’ll do

The Financial Services Representative serves as the first point of contact for members, providing everyday banking services such as deposits, withdrawals, and bill payments. They also identify member needs to offer appropriate products and refer members to Financial Advisors to strengthen relationships.

Requirements

Candidates must have a High School Diploma and experience in customer service and cash handling. The role requires strong communication skills, attention to detail, and the ability to work effectively within a team.

Benefits

• Preferred banking rates
• Vacation benefits
• Competitive benefit package
• Pension matching
• Short term incentive

Listed skills

• Customer service · Preferred
• Cash handling · Preferred
• Communication · Preferred
• Detail-oriented · Preferred
• Relationship Building · Preferred
• Compliance · Preferred
• Teamwork · Preferred
• Problem solving · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Cash handling
• Communication
• Active listening
• Detail oriented
• Relationship building
• Banking services
• Financial product knowledge
• Compliance
• Teamwork
• Problem solving
• Cash Handling
• Courage
• Credit Card Applications
• Curiosity
• Research
• Banking Services
• Decision Making
• Customer Service
• Financial Services
• Relationship Building
• Prioritization
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Retail
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

More jobs from Conexus Credit Union