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Financial Services Representative

2 months ago

Hinton, Canada Servus Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Servus Credit Union. As a key member of our branch team, you will play a vital role in providing exceptional service to our members and helping them achieve their financial goals.

Key Responsibilities
  • Proactively gather and document member information to support financial planning and advice.
  • Review and analyze member accounts to identify opportunities for growth and improvement.
  • Prepare and process loan applications, deposits, and other financial transactions.
  • Develop and maintain strong relationships with members to understand their financial needs and provide tailored solutions.
  • Collaborate with colleagues to achieve branch goals and objectives.
Requirements
  • 1 year of retail banking or sales experience.
  • High school diploma required; post-secondary education in finance or a related field an asset.
  • IFIC certification or equivalent experience.
What We Offer
  • Competitive compensation and performance-based incentives.
  • Opportunities for career advancement and professional growth.
  • Flexible work arrangements and a dynamic work environment.
  • Meaningful work and a sense of belonging in a collaborative team.
Why Join Us

Servus Credit Union is a member-owned cooperative that values diversity, equity, and inclusion. We are committed to creating a workplace culture 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.