Financial Services Specialist

2 weeks ago


Red Deer, Alberta, Canada Servus Credit Union Full time

Job Summary


We are seeking a highly skilled Financial Services Specialist to join our team at Servus Credit Union. As a key member of our retail banking team, you will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that meet their unique needs.


The ideal candidate will have at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service, and a high school diploma. A post-secondary education in finance or related studies is also an asset.


Key Responsibilities:



  • Identify opportunities to match members with the right products and solutions that help shape their financial fitness
  • Meet and exceed sales targets and referral goals
  • Participate in business development plans through corporate/branch marketing campaigns
  • Demonstrate excellent communication skills and engage members in conversations to determine their immediate needs
  • Develop ongoing knowledge of our current investment/retail banking services and products
  • Promote referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
  • Build a comprehensive knowledge of the local market, competitive offers, and economic trends
  • Adhere to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
  • Provide outstanding member experience by adhering to Servus' best practices
  • Contribute to Servus' unparalleled culture of teamwork, positivity, and collaboration
  • Maintain Servus' positive image in the community

Benefits:



  • Training and Development Opportunities
  • Career Advancement Potential
  • Flexible work options
  • Competitive Compensation including performance-based incentive pay
  • Meaningful work towards individual and corporate goals
  • Opportunities to get involved and give back through an employee volunteer program

At Servus Credit Union, 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 provide.



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