Financial Services Specialist
2 weeks ago
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.
-
Personal Banking Officer
1 week ago
Red Deer, Alberta, Canada CWB Financial Group Full timeRole OverviewWe are seeking a skilled Banking Officer to join our team at CWB Financial Group. In this role, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance on our financial products and services.Develop and maintain a deep understanding of our clients' financial needs and...
-
Business Banking Specialist
1 month ago
Red Deer, Alberta, Canada CWB Financial Group Full timeBuild Meaningful RelationshipsAs a Business Banking Specialist at CWB Financial Group, you will play a key role in building and maintaining strong relationships with our clients. You will work closely with Account Managers to understand the needs of our clients and provide personalized solutions to meet their financial goals.Key Responsibilities:Develop and...
-
Financial Record Specialist
2 weeks ago
Red Deer, Alberta, Canada BRUNCH GLORY Full timeAt BRUNCH GLORY, we're seeking a skilled Financial Record Specialist to join our team. Key responsibilities include maintaining general ledgers and financial statements, posting journal entries, and preparing various reports.Financial Record SpecialistMaintain accurate and up-to-date financial records, including ledgers and statements.Process and reconcile...
-
Insurance Business Development Specialist
4 weeks ago
Red Deer, Alberta, Canada western financial Full timeKey Responsibilities:As an Insurance Business Development Specialist with Western Financial Group, you will be responsible for building and managing a book of business, ensuring your customers have the coverage they need. This role involves supporting new and existing customers by offering recommendations for products and services required, promoting...
-
Business Development Specialist
5 days ago
Red Deer, Alberta, Canada CWB Financial Group Full timeAbout CWB Financial GroupCWB Financial Group is a bank built for business owners, striving to build value for its clients, employees, and investors.We do this by:Putting people first and building relationships with intention.Seeking out and embracing new ideas.Beneath how we do things is as important as what we do.The OpportunityIn this role, you will act as...
-
Administrative Officer
6 days ago
Red Deer, Alberta, Canada Novel Nine Financial Advisors Ltd Full timeJob TitleAdministrative Officer - Support SpecialistAbout UsWe are Novel Nine Financial Advisors Ltd, a leading financial services firm committed to excellence in all aspects of our business. Our team is dedicated to providing exceptional service to our clients, and we are seeking a highly motivated Administrative Officer - Support Specialist to join our...
-
Financial Data Specialist
5 days ago
Red Deer, Alberta, Canada Alphabet Daycare South Full timeAbout the RoleWe are seeking a highly skilled Financial Data Specialist to join our team at Alphabet Daycare South. As a key member of our accounting department, you will be responsible for maintaining accurate financial records and preparing various reports.ResponsibilitiesFinancial Record Keeping: Maintain accurate and up-to-date financial records,...
-
Administrative Support Specialist
1 week ago
Red Deer, Alberta, Canada Novel Nine Financial Advisors Ltd Full timeCompany OverviewWe are Novel Nine Financial Advisors Ltd, a leading financial services company dedicated to providing exceptional client experiences. Our team is passionate about delivering innovative solutions and building long-term relationships with our clients.Job SummaryWe are seeking an Administrative Support Specialist to join our team. The successful...
-
Accountant Specialist
6 days ago
Red Deer, Alberta, Canada Gaetz Fresh Market Full timeJob Title: Accountant Specialist - Financial Records ManagementWe are seeking an experienced Accountant Specialist to join our team at Gaetz Fresh Market. As a key member of our accounting department, you will be responsible for managing and maintaining accurate financial records.Key Responsibilities:Prepare cheques for payroll and calculate fixed assets and...
-
Financial Data Specialist
3 weeks ago
Red Deer, Alberta, Canada IMPERIAL HOSPITALITY CONSULTING Full timeAt IMPERIAL HOSPITALITY CONSULTING, we are seeking a skilled Financial Data Specialist to join our team. The ideal candidate will possess strong bookkeeping skills and experience with financial software. Key responsibilities will include:Key ResponsibilitiesCalculate and prepare cheques for payrollCalculate fixed assets and depreciationKeep financial records...
-
Financial Management Specialist
1 week ago
Red Deer, Alberta, Canada Warkentin Investments Ltd Full timeJob DescriptionWe are seeking a highly skilled Financial Management Specialist to join our team at Warkentin Investments Ltd. In this key role, you will be responsible for managing the company's financial affairs and ensuring accurate and compliant financial reporting.ResponsibilitiesFinancial Planning and Analysis: Develop and implement effective financial...
-
Financial Accounting Specialist
15 hours ago
Red Deer, Alberta, Canada Mammoth Graphics 2020 Inc Full timeJob DescriptionMammoth Graphics 2020 Inc. is seeking an experienced Financial Accounting Specialist to join their team. This role will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.Key ResponsibilitiesManage and maintain general ledgers and financial statementsProcess journal...
-
Care Coordinator Specialist
6 days ago
Red Deer, Alberta, Canada Alberta Health Services Full timeCompany Overview:Alberta Health Services is a dynamic organization dedicated to providing quality healthcare services to the people of Alberta.About the Role:We are seeking an experienced Social Worker II to join our team as a Care Coordinator Specialist. This role provides a unique opportunity to work to your full scope of practice in a medical setting,...
-
Senior Financial Operations Specialist
2 days ago
Red Deer, Alberta, Canada Precision Well Servicing Full timeCompany Overview:Precision Well Servicing is a leading service rig provider in Canada, boasting an impressive fleet of equipment and strong relationships with top-tier companies.The company is currently seeking an experienced Senior Financial Operations Specialist to join its team in Red Deer.Estimated Salary:$85,000 - $110,000 per yearJob...
-
Financial Services Representative
1 month ago
Red Deer, Alberta, Canada Servus Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Servus Credit Union. As a key member of our South Hill branch in Red Deer, you will play a vital role in delivering exceptional financial services to our members.Key ResponsibilitiesDevelop and maintain strong relationships with members to understand...
-
Financial Services Professional
4 weeks ago
Red Deer, Alberta, Canada Servus Credit Union Full timeJob SummaryWe are seeking a highly skilled Financial Services Professional to join our team at Servus Credit Union. As a key member of our team, you will be responsible for delivering exceptional member experiences and providing tailored financial solutions to meet their unique needs.Key ResponsibilitiesDevelop and maintain strong relationships with members...
-
Financial Services Leader
1 month ago
Red Deer, Alberta, Canada Servus Credit Union Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Services Leader to join our team as an Assistant Branch Manager at our South Hill branch in Red Deer. As a key member of our leadership team, you will be responsible for empowering and supporting a team of Financial Advisors to drive performance and success for the branch.Key...
-
Financial Services Professional
4 weeks ago
Red Deer, Alberta, Canada Scotiabank Full timeRequisition ID: 209022At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the RoleKey Responsibilities:• Proactively discover customer needs and provide relevant insights and expert...
-
Financial Services Professional
4 weeks ago
Red Deer, Alberta, Canada Servus Credit Union Full timeJob SummaryWe are seeking a highly skilled Financial Services Professional to join our team at Servus Credit Union. As a key member of our team, you will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.Key ResponsibilitiesIdentify...
-
Financial Services Professional
1 week ago
Red Deer, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a customer-centric Financial Services Professional to join our team at Scotiabank. In this role, you will provide exceptional service to customers throughout their financial journey.Key ResponsibilitiesTaking a proactive approach to discovering customer needs and providing relevant insights and expert advice.Educating customers...