Universal Financial Associate

Join Servus Credit Union - Canada’s Largest Credit Union Posting Closes: January 30, 2026 At Servus Credit Union, we do things differently— because we’re a credit union, not a bank. And that difference matters. We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. We’re looking for passionate, values‑driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. We are looking for a full‑time Universal Financial Associate in our Grande Prairie Downtown branch. Reporting to the Assistant Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting members with all their banking needs. As a Universal Financial Associate, you’ll 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’ll also 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. What You’ll Be Doing Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation. Review personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the member’s financial fitness. Opening and reviewing new accounts, following up with members per member service guidelines. Preparing and entering loan application information. Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members. Clearly and skillfully differentiate between credit union and products and services. Present advice and solutions that will serve to improve the member’s financial situation. 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. What You Bring At least 1 year 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) IFIC certification Why Servus? Benefits Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as: Competitive compensation including performance‑based incentive pay and profit share Training & Development Opportunities Career Advancement Potential Flexible work options Meaningful work towards individual and corporate goals Opportunities to get involved and give back through an employee volunteer program At Servus, our employees are also members. 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 financial services we provide…with a few additional perks What happens next? We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted. At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don’t check every box, we encourage you to apply External Employment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. Qualified applicants are invited to apply online. #J-18808-Ljbffr