Financial Planner Investigator
1 month ago
Employment Status: Full-time - 37.Monday- Saturday branches)
Due to the nature of this role, interested candidates must hold a valid driver's license and own a reliable vehicle.
Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.
As a Mobile Financial Advisor Associate you are an integral part of the branch team by supporting our members with their banking needs. You prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Opening and reviewing new accounts, following up with members as per member service guidelines
Clearly and skillfully differentiate between credit union and competitor products and services. With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
To qualify, you will need at least 1 year of retail banking or sales experience in addition to your high school diploma.
Although not required, the following education/certificates are valuable assets:
~ Post-secondary education in Finance (or related studies)
These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.
In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:
Training & Development Opportunities
Flexible work options
Competitive Compensation including performance-based incentive pay
Meaningful work towards individual and corporate goals
This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide … with a few additional perks
We value and celebrate the richness that diverse backgrounds and experiences bring to our community.
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