Financial Services Associate
5 days ago
We are seeking a highly motivated and customer-focused Financial Advisor Associate to join our team at Servus Credit Union. As a key member of our branch team, you will play a vital role in supporting our members with their banking needs.
Key Responsibilities- Proactively gather and document member information to facilitate robust conversations with Financial Advisors
- Review personal accounts for completeness, accuracy, and compliance, identifying opportunities to enhance members' financial fitness
- Open and review new accounts, ensuring timely follow-up with members according to member service guidelines
- Prepare and enter loan application information, supporting the growth of new memberships and strengthening financial relationships with existing members
- Process member transactions, including deposits, withdrawals, loan and utility payments, money orders, credit card advances, and foreign and domestic exchange
To be successful in this role, you will require at least 1 year of retail banking or sales experience, in addition to a high school diploma. Post-secondary education in Finance or related studies is also valuable.
What We OfferAs a Financial Advisor Associate at Servus Credit Union, you will enjoy a competitive compensation package, including performance-based incentive pay. You will also have access to training and development opportunities, career advancement potential, flexible work options, and a range of benefits that support your overall well-being.
Join Our TeamAt Servus Credit Union, we value diversity and inclusion, and we are committed to creating a workplace that is welcoming and inclusive for all employees. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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Financial Services Associate
2 weeks ago
Blackfalds, Canada Servus Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor Associate to join our team at Servus Credit Union. As a key member of our branch team, you will play a vital role in supporting our members with their banking needs.Key ResponsibilitiesProactively gather and document member information to facilitate robust conversations...
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Financial Services Associate
2 weeks ago
Blackfalds, Canada Servus Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor Associate to join our team at Servus Credit Union. As a key member of our branch team, you will play a vital role in supporting our members with their banking needs.Key ResponsibilitiesProactively gather and document member information to facilitate robust conversations...
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Financial Services Associate
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Blackfalds, Canada Servus Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor Associate to join our team at Servus Credit Union. As a key member of our branch team, you will play a vital role in supporting our members with their banking needs.Key ResponsibilitiesProactively gather and document member information to facilitate robust conversations...
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Financial Services Associate
2 weeks ago
Blackfalds, Canada Servus Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor Associate to join our team at Servus Credit Union. As a key member of our branch team, you will play a vital role in supporting our members with their banking needs.Key ResponsibilitiesProactively gather and document member information to facilitate robust conversations...
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Financial Services Associate
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Blackfalds, Canada Servus Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor Associate to join our team at Servus Credit Union. As a key member of our branch team, you will play a vital role in supporting our members with their banking needs.Key ResponsibilitiesProactively gather and document member information to facilitate robust conversations...
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Financial Services Associate
1 week ago
Blackfalds, Canada Servus Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor Associate to join our team at Servus Credit Union. As a key member of our branch team, you will play a vital role in supporting our members with their banking needs.Key ResponsibilitiesProactively gather and document member information to facilitate robust conversations...
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