Financial Solutions Specialist - Regina, Canada - Conexus Credit Union

Conexus Credit Union

Verified Company

Regina, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.

It's about more than conducting a banking transaction, it's about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making.

We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member's unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are confident, courageous, curious and committed. They are the reason we consistently deliver outstanding member experiences. They're more than just individuals who come to work each day, each employee is a vital part of Conexus.

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 are seeking a highly reliable and trustworthy individual with a strategic mindset to join our team as a Financial Solutions Specialist.

In this role, you will be responsible for deepening member relationships by increasing the number of simple solutions members hold with Conexus.

How you'll be spending your time

Building trusting relationships with members while proactively identifying and uncovering their needs to provide advice and solutions to fill those needs
Working with other internal business lines, such as Credit Union Dealer Finance and the Mobile Mortgage Specialists teams, to uncover and identify member needs through meaningful conversations.
Providing daytoday and savings accounts, simple investments, basic lending products, and frontline support
Educating our members on the value of our products and services and striving to provide the most uptodate and relevant financial information available.
Adhering to industry and legislative requirements as well as operational policy and procedures

The way people describe you
You are a people-person with a proactive mindset. Someone who develops relationships based on understanding and trust.

You are proactive in seeking opportunities, staying up-to-date with industry trends and anticipating members' financial needs before they express them.

You take initiative with callouts and following up on business leads.

The experience you bring

Experience working in a customer care/customer service role
Experience recommending products & services based on customer needs
A passion for individual finances

Salary Range
$48,480 - $60,600 with a 7% Short Term Incentive Target

Benefits & Perks
Our employees' performance and achievements are critical to the success of our members' credit union.

It's the reason we ensure that our employees have access to various perks and benefits that support them in bringing and being at their best.

Not just at work, but in life.

Some of these extra's include, but are not limited to, the following:

Preferred rates for all your banking needs helping to make life more affordable
Generous vacation benefits with 10 additional paid days off giving you time to spend on what's most important to you
Competitive benefit package options covering off all aspects of personal wellness
7% pension matching after 1 year of employment to support you towards retirement