Job Posting Details

Account Manager, Synergy Credit Union

Location:Maidstone, Saskatchewan
Posting Date:May 13, 2019
Closing Date:May 26, 2019
Web Site:www.synergycu.ca
Competition:192705
Employment Type:Full-time / Permanent

Account Manager

Maidstone Service Centre

Are you dedicated to financial health & wellness?

Does a focus on long-term customer relationships drive your daily activities?

Do you enjoy celebrating milestones with others?

The Account Manager assists customers, our members, when they are seeking financing for life’s big purchases. You are integral to serving our existing members, and in obtaining new members - ensuring their decision to do business is never a regret. If it’s partnership, problem solving, and challenge you are seeking…this job is what you’re looking for.

A typical day may look like:

  • Interacting with our members, or potential members, to uncover their needs or understand their dreams
  • Working alongside members to help them with loans, mortgages, and other financing options to move them forward in life, in work, or on the farm
  • Engaging with members to promote current and future financial well-being, knowing what they aspire to and getting them there
  • Promoting our Credit Union within our communities in a wide variety of ways, including: support for business development activities, volunteerism, phone calls, emails, and participation in campaigns

You will be successful in this role if:

  • Are infectiously positive with the willingness and ability to sell
  • Are a fluid communicator in an easily understood way no matter how you’re communicating (telephone, email, etc.)
  • Passionate about connecting members with the right resource, product or service
  • You enjoy collecting data, understanding the story it tells, then balancing the story with the frameworks within which we work (i.e. legislative requirements, policy, and procedure)
  • A hungry learner, you stay ahead of trend when it comes to financial products and financial services, and technology
  • Continually adapting – we’re always seeking to bring the best the industry has to offer for our members
  • You’re deeply interested in a career, not just a job

If it sounds like we expect a lot – we do. We’ve created a member-passionate workplace with an extraordinary culture.

Note: You will be assisting other branch locations, therefore access to reliable transportation and willingness to support other teams is required.

Qualifications:

  • Preference will be given to candidates with related post-secondary education and experience in a financial services setting or sales-oriented role
  • Candidates with a High School Diploma and 1 – 3 years of related experience in a financial services setting or other sales-oriented roles may be considered
  • An understanding of the lending requirements is an asset
  • A solid working knowledge of MS Outlook, Word, Excel, Skype, with preference given to those with experience in customer management software
  • Experience with data entry

The Location:

 Maidstone, Saskatchewan

To apply:  Submit your cover letter and resume before the end of day on Sunday, May 26, 2019,to: careers@synergycu.ca.  Please quote competition # 192705 in the Subject Line.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.