Posted 22 days ago
Financial Services Representative
@ Rosenort Credit Union
Morden, Manitoba
Overview
Rosenort Credit Union is hiring a full-time Financial Services Representative to deliver personalized deposit and investment service, match member needs to credit union products, and resolve member inquiries. The role requires a Grade 12 diploma with 1-3 years of job-related experience, proficiency with the MSR Training Schedule, and the ability to work independently.
Responsibilities:
- Process deposit and investment transactions accurately
- Recommend credit union products to members
- Analyze member financial profiles and match needs
- Resolve member inquiries and challenges
- Hand off complex files to specialized advisors
Requirements summary:
- Grade 12 diploma with 1-3 years of job-related experience
- Proficiency with the MSR Training Schedule or equivalent
- Strong negotiation, decision making and problem-solving skills
- Organized, effective communication style
- Able to work independently and as a team player
Tools & skills
Source and dates
Source type not verified · humi
- Employer posting date
- 2026-10-15
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Experience | 1+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Encouraged to apply | People with disabilities |
| Education | High school (required) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Rosenort Credit Union
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
What a credit union was meant to be.
Full company description
Rosenort Credit Union (RCU) is located in southern Manitoba in the communities of Rosenort, Altona, and Winkler. Established in 1940 with 14 members, RCU has grown to approximately 5800 members with assets totaling over $500 million. RCU prides itself in providing their members with exceptional service while at the same time offering some of the best loan and deposit rates in the country.
- LinkedIn followers
- 195
- People associated on LinkedIn
- 28
- Reported office locations
- 23 Main Street, Rosenort, Manitoba R0G 1W0, CA
- 575 Boundary Trail, 2, Winkler, Manitoba R6W 0L7, CA
- 49 4th Avenue NE, 3, Altona, Manitoba R0G 0B0, CA
- Other recorded names
- Rosenort Credit Union
- Specialties
- Loans
- Mortgages
- Investments
- Insurance
- Banking
- Agricultural
- Commercial
- Consumer
- Deposits
- Member Services
- Registered Products
- and Variable Rate
- Profile identifies a recruitment agency
- No
Rosenort Credit Union (RCU) is located in southern Manitoba in the communities of Rosenort, Altona, and Winkler. Established in 1940 with 14 members, RCU has grown to approximately 5800 members with assets totaling over $500 million. RCU prides itself in providing their members with exceptional service while at the same time offering some of the best loan and deposit rates in the country.
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 11-50 employees |
| Headquarters | Rosenort, Manitoba |
| Organization type | Privately Held |
| Year founded | 1940 |
| Specialties | LoansMortgagesInvestmentsInsuranceBankingAgriculturalCommercialConsumerDepositsMember Services |
| Open jobs on Jobsy | 3 |
| View page |
FINANCIAL SERVICES REPRESENTATIVE
Build a Community. Lead with Integrity. Empower Success.
At Rosenort Credit Union (RCU), we don’t just manage finances—we keep promises. We are looking for purpose-driven individuals to join us as guardians of our members' trust. Here, your work goes beyond a job description; you are building the personal relationships and operational excellence that help our communities thrive. If you are ready to combine professional integrity with a passion for helping others succeed, you belong at RCU.
Your Impact:
As a Financial Services Officer (FSO), you are a critical link in our commitment to member success. You deliver professional, personalized service focused on non-cash related deposit products and sales. You are tasked with transforming member inquiries into opportunities by analyzing their needs, cross-selling RCU services, and assisting them in utilizing the products that best enhance their financial life. This role is for a self-motivated professional who can work independently while remaining a team player.
What You’ll Do:
Member Experience & Relationship Foundation
Process all non-cash related deposit and investment transactions and account maintenance requests with complete accuracy, adhering to all regulatory and credit union standards.
Inquiry Management & Internal Connectivity
Act as the primary contact for complex deposit solutions, proactively identifying and recommending beneficial product enhancements. Systematically analyze member financial profiles to match needs with RCU products, facilitating seamless handoffs to specialized advisors.
Member Advocacy & Financial Solutions
Take full ownership of member challenges and inquiries, providing timely resolution to ensure member satisfaction.
What You’ll Bring:
- A minimum of a Grade 12 diploma and 1-3 years of job-related experience; or an equivalent combination of education and experience.
- Demonstrated proficiency with the MSR Training Schedule (or equivalent).
- Strong negotiating, decision making, and problem-solving skills to effectively assess and meet members’ needs.
- A highly organized and effective communication style, coupled with a confident ability to work independently while remaining a team player.
Why Rosenort Credit Union?
We offer a culture of respect, a competitive salary with a comprehensive benefits package, and a structured roadmap for your professional development. Come and join our team where your contribution is recognized and your growth is a priority.
Interested?
Please complete your application using the link provided by November 6, 2026.
We thank all applicants for their interest, however, only those selected for an interview will be contacted.
Rosenort Credit Union welcomes applications from people with disabilities. Applicants may request reasonable accommodation related to the materials or activities used throughout the selection process.
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