Member Cardholder Advisor

3 weeks ago

Edmonton, Canada Servus Credit Union Full time

**Servus is embarking on a bold new vision which requires transformational change. Gone are the days of status quo as we build out a gutsy and driven workforce who can take Servus to the next level If your passion is providing exceptional personalized service, we'd love to chat with you**

We are currently looking for a **Member Cardholder Advisor I or II **at our Member Contact Center.

Compensation: $50,850 - $71,091 per annum, plus premiums

**Full-time and Part-time positions available**

More specifically, the scope of your responsibilities will include, but are not limited to:

- Identifying opportunities and succeeding in meeting and exceeding targets by helping members meet their financial goals
- Ensuring all documentation pertaining to cards, investments, loans, new accounts, etc. is prepared and/or executed in accordance with established policies, procedures and relevant legislation
- Soliciting new members; fostering business development through service excellence and product knowledge.
- Demonstrating basic knowledge of our current investment/retail banking services and products; and relevant policies and legislation by regularly reviewing literature, attending meetings and training sessions
- Developing long-term relationships based on trust that contribute to a positive member experience
- Participating in, and assisting in the creation of corporate and branch campaigns, and marketing/business development plans
- Communicating product and service information, utilizing fact finding questions and professional responses to address objections
- Exceeding members’ expectations and making them feel at home

**Requirements**:
This position will require at least the following:

- 2-3 years of customer service, sales, or retail banking
- High school diploma

We support our employees in pursuing the Professional Financial Planner (PFP Route) OR Certified Financial Planning (CFP Route) as this continuing education is a requirement of the role.

Although not required, the following experience, education/certificates are valuable assets:

- Call center experience
- Experience in providing financial advice or experience in a financial institution

**Benefits**

By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, we help our employees achieve their potential. Servus is committed to providing a great place to work, and we invest in our employees by ensuring they have:

- A supportive and engaging working environment
- Benefits that lead the field
- A total rewards strategy that includes recognition for a job well done
- Learning options that support lifelong learning and career-building opportunities
- Opportunities and support for volunteering in local communities and abroad
- Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees

Here are some of the benefits that our employees love:

- Financial product benefits available immediately
- Group retirement program available after only 3 months
- Employee financial services team available to help you reach your financial goals
- Disability programs
- Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
- Flexible spending account to purchase additional health or personal wellness items
- Wellness initiatives
- Employee and family assistance plan
- Minimum 3 weeks' vacation and vacation purchase program
- Other leaves including parental, emergency days, and critical care days
- Reward programs
- Incentive pay program
- Recognition for years of service

As 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 services we providewith a few additional perks

**Next Steps**
- Servus Credit Union is an equal opportunity employer and employs personnel without regard to race, colour, ancestry, place of origin, religious beliefs, gender, gender identity, gender expression, age, physical disability, mental disability, marital status, family status, source of income, and sexual orientation._

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