Financial Services Representative

We’re looking for an agile member-service ambassador to come on board as our Financial Service Representative in Regina. 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 be scheduled 20-30 hours/week.

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

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

High School Diploma

Experience in providing customer service