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Synergy CU named one of Saskatchewan's Top Employers for the 7th consecutive year!
Check us out on The Career Directory!
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Knowing Our Members
Commitment to Our Communities
Credit Union Principles
Member Service Focus
Professional Development
Culture of Empowerment
Diversity and Inclusion
Equality
Accessibility
Commitment to Truth and Reconciliation
Member Service Focus
Professional Development
Culture of Empowerment
Diversity and Inclusion
Equality
Accessibility
Commitment to Truth and Reconciliation
Some of the perks we provide
As an employer, our culture, environment, and strategy put people first. We’re proud to have created a great place to work, learn, and grow a career. You can expect us to provide a safe, healthy, and flexible workplace. This includes profit sharing, competitive compensation, above-average benefits, participation in the Global Corporate Challenge, virtual health care, development & mentoring, and training, including Truth and Reconciliation, bias, and anti-money laundering.
Discover New Horizons: Exciting Career Opportunities
The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We offer personalized and competitive services and are proud to be a part of your local community.
We are seeking a Financial Services Administrator to help us continue our rich tradition of serving our community – since 1943!
What do our Financial Services Administrators do?
You provide administrative support to the Financial Services Advisors and Associates. You engage with members to arrange and confirm appointments, assisting with credit and investment documents, and ensuring a seamless experience for everyone involved. You play a key role in following-up on member-related action items and maintaining an efficient and accurate electronic filing system.
This role is a valuable part of our Financial Services Team! You work collaboratively with internal and external members to provide an excellent member experience. You are proactive, constantly looking to create efficiencies. You carry on quality member interactions through a variety of channels. You are simultaneously a strong team contributor with the ability to work independently.
If you are self-motivated with strong administrative skills and you enjoy providing a wide variety of support, this is the opportunity for you!
What you need for this role:
- Grade 12 Diploma plus one to three years of job-related experience in an office setting or administrative environment, or an equivalent combination of education and experience.
- Solid knowledge of Excel and the Microsoft Office Suite.
- Proficiency with CRM, and adaptable to working with various technology.
- Understanding of Synergy’s products and services
- Excellent listening skills.
- High degree of attention to detail.
- Organization and the ability to understand level of importance and urgency to determine priorities.
- Professional conduct, the ability to work with a high degree of confidentiality and discretion, and adherence to high ethical standards.
- Approachability and willingness to collaborate.
What do we offer?
- Preferred rates on our products and services
- Benefits and Pension
- Competitive salary
- Investment in your professional development
- Community involvement
If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, by end of day on July 28, 2024, referencing competition #244001 in the subject line.
More details:
- Permanent full-time. 37.5 hours weekly.
- Salary: $44,700 to $55,800 per annum.
A little more about us:
Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.
We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.
We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.
We were named one of Saskatchewan's Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.
Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg, and Paradise Hill.
We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.
Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.
Find out more about us! https://www.youtube.com/user/SynergyCreditUnion
The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We offer personalized and competitive services and are proud to be a part of your local community.
We are seeking a Home Finance Specialist to help us continue our rich tradition of serving our community – since 1943!
What will you do?
As a Home Finance Specialist, you will be a mortgage expert who partners with existing and prospective members. You will offer informative and personalized mortgage services, ensuring our members receive the best financial advice and solutions tailored to their unique needs and goals.
You are a dedicated professional committed to promoting financial health & wellness. You have a passion for underwriting and a commitment to delivering exceptional, personalized mortgage solutions. You excel at building lasting relationships with brokers and members.
Key Responsibilities and Contributions:
- Underwriting: Assess and approve residential mortgage applications from brokers, ensuring each application is accurate, complete, and in compliance with all relevant regulations and guidelines. You will be the go-to for complex mortgage scenarios, providing solutions that meet our members’ unique needs.
- Broker Collaboration: Partner with mortgage brokers to provide specialized knowledge and support, improving the overall quality of applications.
- Member Engagement: meet with existing and prospective members to discuss their mortgage needs, negotiate terms, and close mortgage deals that benefit both the member and Synergy.
- Presentations: Prepare and deliver compelling presentations to brokers and other stakeholder to promote Synergy’s mortgage products and services.
- Business Development: Drive business growth by identifying opportunities for increased application volumes and collaborating with third parties to evaluate and consider the purchase of residential mortgage pools.
What you need for this role?
- Related post-secondary education (e.g. Diploma or Degree in Business) and 1 – 3 years of job-related experience, or an equivalent combination of education and experience is required.
- Demonstrated relationship building and/or business development skills are required. Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired.
What do we offer?
- Preferred rates on our products and services
- Benefits and Pension
- Competitive salary
- Investment in your professional development
- Community involvement
If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, referencing competition #244101 in the subject line. This position will be posted until a suitable candidate is hired.
More details:
- Full-time - 37.5 hours weekly. This position is expected to work with a high degree of flexibility in hours of work and travel.
- Salary: $60,200 - $75,200 per annum
A little more about us:
Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.
We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.
We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.
We were named one of Saskatchewan's Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.
Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg, and Paradise Hill.
We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.
Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.
Find out more about us! https://www.youtube.com/user/SynergyCreditUnion
We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and protect it.
- Conduct personal interviews with members, identify individual member needs and goals, develop an appropriate financial plan, and make appropriate recommendations.
- Provide our members with a holistic wealth approach that focuses on members unique, personal situations. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
- Create and maintain client files adhering to compliance requirements, and reports on activities.
- Conduct client seminars on wealth management and attend business development opportunities as required.
- Provide support on wealth management products.
- Develop own personal business plan.
- Identify opportunities that successfully meet the members needs and planting seeds for future product/services and follow-ups.
- High School Diploma
- Mutual Fund License
- Financial Planning Designation (i.e. CFP, PFP)
- Minimum 2 years of industry experience as a financial planner.
- General investment and insurance industry knowledge and awareness of the Canadian credit union system are highly desirable.
- Must keep informed to the latest trends in financial markets, industry competitors, current issues and strategies.
- Using sound judgement to make timely and effective decisions, considering both short- and long-term outcomes, risks, and impacts.
- Demonstrated skills include, the ability to develop relationships along with strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. Must be able to work independently in a fast-paced, team-oriented and collaborative environment.
- Engage in business development activities, and volunteerism.
- Preferred rates on our products and services
- Benefits and Pension, from day one
- Competitive salary
- Investment in your professional development
- Community involvement
- Permanent full-time.
- Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
- Salary: $65,600 - $85,800
The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We offer personalized and competitive services and are proud to be a part of your local community.
We are seeking a Member Advisor to help us continue our rich tradition of serving our community – since 1943!
What do our Member Advisors do?
You are one of the first people our members encounter at the branch. You will help them with whatever they are looking for or guide them to identify services and solutions they may not yet be aware of. Our Member Advisors serve our members through various channels: in person, digitally or by phone.
Don’t have banking experience? Not to worry; we have a great training program! This is an excellent opportunity for the customer service focused professional who has experience in retail, hospitality, or financial services.
As a Member Advisor, you will:
- Greet our members and provide them with the services they seek,
- Process transactions,
- Provide troubleshooting and guidance around the use of our technology products or any other challenges a member may have,
- Highlight and promote our credit union products and solutions,
- Engage in proactive member communication by participating in outbound calling, credit union promotions, campaigns, and other creative strategies,
- Identify suspicious transactions or interactions and respond appropriately.
What you need for this role:
- Customer service experience
- Sales skills
- Experience handling cash and completing financial transactions
- Tech savviness and a love for technology
- A desire to learn in a culture that embraces ongoing learning and development
- Enjoyment in working with the public – by engaging and providing assistance to meet our members’ needs.
What do we offer?
- Preferred rates on our products and services
- Benefits and Pension
- Competitive salary
- Investment in your professional development
- Community involvement
If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, by end of day on August 5, 2024, referencing competition #243911 in the subject line.
More details:
- Permanent full-time. 37.5 hours weekly.
- Salary: $44,700 to $55,800 per annum.
A little more about us:
Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.
We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.
We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.
We were named one of Saskatchewan's Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.
Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.
We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.
Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.
Find out more about us! https://www.youtube.com/user/SynergyCreditUnion
