Financial Services Representative

Job summary

Process non-cash deposit and investment transactions and account maintenance requests accurately while meeting regulatory and credit union standards. Assess members’ financial needs, recommend and cross-sell suitable products, coordinate referrals to specialized advisors, and resolve member inquiries.

Job details

FINANCIAL SERVICES REPRESENTATIVE Build a Community. Lead with Integrity. Empower Success. At Rosenort Credit Union (RCU), we don’t just manage finances—we keep promises. We are looking for purpose-driven individuals to join us as guardians of our members' trust. Here, your work goes beyond a job description; you are building the personal relationships and operational excellence that help our communities thrive. If you are ready to combine professional integrity with a passion for helping others succeed, you belong at RCU. Your Impact As a Financial Services Officer (FSO), you are a critical link in our commitment to member success. You deliver professional, personalized service focused on non-cash related deposit products and sales. You are tasked with transforming member inquiries into opportunities by analyzing their needs, cross-selling RCU services, and assisting them in utilizing the products that best enhance their financial life. This role is for a self-motivated professional who can work independently while remaining a team player. What You’ll Do Member Experience & Relationship Foundation Process all non-cash related deposit and investment transactions and account maintenance requests with complete accuracy, adhering to all regulatory and credit union standards. Inquiry Management & Internal Connectivity Act as the primary contact for complex deposit solutions, proactively identifying and recommending beneficial product enhancements. Systematically analyze member financial profiles to match needs with RCU products, facilitating seamless handoffs to specialized advisors. Member Advocacy & Financial Solutions Take full ownership of member challenges and inquiries, providing timely resolution to ensure member satisfaction. What You’ll Bring A minimum of a Grade 12 diploma and 1-3 years of job-related experience; or an equivalent combination of education and experience. Demonstrated proficiency with the MSR Training Schedule (or equivalent). Strong negotiating, decision making, and problem-solving skills to effectively assess and meet members’ needs. A highly organized and effective communication style, coupled with a confident ability to work independently while remaining a team player. Why Rosenort Credit Union? We offer a culture of respect, a competitive salary with a comprehensive benefits package, and a structured roadmap for your professional development. Come and join our team where your contribution is recognized and your growth is a priority. Interested? Please complete your application using the link provided by November 6, 2026. We thank all applicants for their interest, however, only those selected for an interview will be contacted. Rosenort Credit Union welcomes applications from people with disabilities. Applicants may request reasonable accommodation related to the materials or activities used throughout the selection process.

What you’ll do

Process non-cash deposit and investment transactions and account maintenance requests accurately while meeting regulatory and credit union standards. Assess members’ financial needs, recommend and cross-sell suitable products, coordinate referrals to specialized advisors, and resolve member inquiries.

Requirements

Requires a Grade 12 diploma and 1–3 years of related experience, or an equivalent combination of education and experience. Candidates should be proficient with the MSR Training Schedule or equivalent and demonstrate strong negotiation, decision-making, problem-solving, communication, organization, and teamwork skills.

Benefits

• Comprehensive Benefits Package

Listed skills

• Relationship Building · Preferred
• Negotiation · Preferred
• Decision Making · Preferred
• Problem solving · Preferred
• Communication · Preferred
• Organization · Preferred
• Teamwork · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Member Service
• Relationship Building
• Deposit Transactions
• Investment Transactions
• Account Maintenance
• Financial Needs Analysis
• Cross-Selling
• Product Recommendations
• Negotiation
• Decision-Making
• Problem-Solving
• Communication
• Organization
• Independent Work
• Teamwork
• MSR Training Schedule Proficiency

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales

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