Financial Services Team Lead

4 days ago


Lacombe, Alberta, Canada Servus Credit Union Full time

We are seeking an experienced Financial Services Team Lead to join our team at Servus Credit Union.

About the Role

As a Financial Services Team Lead, you will play a key role in empowering and developing your team of financial advisors. Your primary goal is to drive performance and success for the branch by understanding the needs of our members and delivering progressive lending and investment services.

Key Responsibilities
  • Motivate and coach employees to find opportunities to shape member financial fitness
  • Pursue new business opportunities proactively
  • Monitor and ensure financial targets are met or exceeded for the branch
  • Promote referrals to our Wealth Management, Business Banking, and third-party providers
  • Adhere to policies, procedures, and loss prevention guidelines to mitigate risk of loss
  • Provide support, guidance, and training to all employees as necessary
Requirements

To qualify, you will need at least:

  • 5 years of retail banking experience
  • A minimum of 3 years experience as a financial advisor
  • A comprehensive understanding of lending and credit
Benefits

We offer a competitive compensation package, including a salary range of $74,437 - $93,046, along with benefits such as:

  • Training and development opportunities
  • Career advancement potential
  • Flexible work options
  • Performance-based incentive pay
  • Meaningful work towards individual and corporate goals

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