Insurance & Financial Services jobs

Financial Services Representative (FSR), Amherstview

Please note: Comtech Fire Credit Union officially joined Your Neighbourhood Credit Union (YNCU) and began operating as YNCU on August 1, 2025. The successful candidate will become an employee of YNCU. The role will remain based at our Comtech Fire branch in Amherstview, which will continue to be identified as such for location clarity.

Location: Amherstview

Job Type: Regular, Full-Time

Starting Rate: $22.63

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?

Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.

The Role
As an integral part of the sales and services team, the FSR, as the first point of contact with members and potential members, is fully knowledgeable of features, benefits, target market, and operating conditions (including required documents) of the full range of personal products and services offered by the credit union. To ensure high levels of service are maintained the FSR may be called upon to assist other FSR’s and complete routine transactions for members.

The FSR is responsible for servicing members consistent with the credit union’s objectives for member service and profitability. The FSR promotes retention of quality, profitable member relationships by thoroughly resolving both ongoing member satisfaction with the credit union’s products and services and supporting the achievement of branch objectives.

• Process routine teller transactions initiated in person, online, by phone and email
• Complete direct deposit forms, payroll deductions, and personal information changes
• Input member credit cared applications and follows up accordingly.
• Process cheque orders through third party supplier
• Maintain cash custody, balance cash daily, adheres to teller transaction limits
• Adheres to operational policies and procedures
• Responsible for cash orders
• Submit cheque images for deposit through Central One
• Responsible for cash orders
• Responds to inquiries regarding registered products (RRSP,RRIF,TFSA)
• Process RRSP and TFSA withdrawals, deposit transfers, and other transactions
• Process new term deposits, renewals and cancellation instructions
• Resolve ATM card and POS transaction problems or concerns
• Prepare wire transfers

This position is to replace an existing vacancy within our team.

What we are looking for:

• Previous experience in financial services, retail banking, or a client-facing service role preferred
• Demonstrated success in delivering exceptional member or customer experiences.
• Previous cash experience preferred.
• Must be bondable.

Why work at YNCU?
YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support. YNCU is recognized for the following:

• B Corp Certified
• Competitive Compensation, Incentive Programs and Benefits
• Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, and LIFT Virtual Fitness
• Training and Development Opportunities
• Community Sponsored Events Employee and paid Volunteer opportunities
• Opportunities to get involved with fun and meaningful committees
• Free banking account
• Discounted Employee Rates

To be considered for this opportunity, please apply on our website at https://careers.yncu.com/financial-services-representative.

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com.

Job Type: Full-time

Pay: From $22.63 per hour

Benefits:

• Dental care
• Disability insurance
• Employee assistance program
• Life insurance
• Paid time off
• Vision care
• Wellness program

Work Location: In person