Financial Services Representative

7 days 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 all pertinent information required for the Financial Advisor to have a robust conversation.
  • Review personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members' financial fitness.
  • Opening and reviewing new accounts, following up with members as per member service guidelines.
  • Preparing and entering loan application information.
  • Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
  • Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation.
  • With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing.
Requirements

To qualify, you will need at least 1 year of retail banking or sales experience in addition to your high school diploma.

Although not required, the following education/certificates are valuable assets:

  • Post-secondary education in Finance (or related studies)
  • IFIC certification
What We Offer

As a Financial Services Representative at Servus Credit Union, you will have the opportunity to work in a dynamic and supportive team environment. We offer a competitive compensation package, including performance-based incentive pay, as well as opportunities for career advancement and professional development.

We are committed to providing our employees with a comprehensive benefits package, including health and wellness, vacation, and retirement savings programs. We also offer flexible work options and a range of employee perks, including training and development opportunities, career advancement potential, and opportunities to get involved and give back through our employee volunteer program.

At Servus Credit Union, our employees are also members, which means you'll have access to all the benefits of being a member, including profit sharing, voting for the board of directors, and all of the services we provide.

How to Apply

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. Please submit your application, including your resume and a cover letter, to our online application system.



  • Hinton, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesProactively gather and document member...


  • Hinton, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesProactively gather and document member...


  • Hinton, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesProactively gather and document member...


  • Hinton, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesProactively gather and document member...


  • Hinton, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesProactively gather and document member...


  • Hinton, Canada Servus Credit Union Full time

    About the RoleWe 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 ResponsibilitiesProactively gather and document member...


  • Hinton, Canada FIRSTCLASS SUPPORT SERVICES LTD Full time

    Education: Bachelor's degree - Experience: 5 years or more **Work setting**: - Agriculture, fishing and/or forestry - Manufacture **Tasks**: - Plan and control budget and expenditures - Train, direct and motivate staff - Design and manage investment strategies - Monitor financial control systems - Oversee the collection and analysis of financial data -...


  • Hinton, Canada 2045694 ALBERTA LTD. Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Counter Service Representative to join our team at 2045694 ALBERTA LTD. as a Counter Attendant.Key ResponsibilitiesFood Preparation and Service: Prepare, heat, and finish simple food items, package take-out food, and serve customers at counters or buffet tables.Cleaning and Sanitation: Clean...


  • Hinton, Canada 2045694 ALBERTA LTD. Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Counter Service Representative to join our team at 2045694 ALBERTA LTD. as a Counter Attendant.Key ResponsibilitiesFood Preparation and Service: Prepare, heat, and finish simple food items, package take-out food, and serve customers at counters or buffet tables.Cleaning and Sanitation: Clean...


  • Hinton, Canada 2045694 ALBERTA LTD. Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Counter Service Representative to join our team at 2045694 ALBERTA LTD. as a Counter Attendant.Key ResponsibilitiesFood Preparation and Service: Prepare, heat, and finish simple food items, package take-out food, and serve customers at counters or buffet tables.Cleaning and Sanitation: Clean...


  • Hinton, Canada Baymont by Wyndham Full time

    Position OverviewAs a Guest Services Representative at Baymont by Wyndham, you will play a crucial role in ensuring a pleasant experience for our guests. Your responsibilities will encompass a variety of tasks aimed at providing exceptional service and maintaining the operational efficiency of the front desk.Key ResponsibilitiesGuest Registration: Welcome...

  • Branch Manager, Hinton

    3 months ago


    Hinton, Canada ATB Financial Full time

    **Our bottom line is different.** **There’s something special about working at ATB**, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth...


  • Hinton, Canada 2011245 ALBERTA LTD. Full time

    Job Title: Retail Sales RepresentativeEducation: High school diploma or equivalentExperience: Training providedJob ResponsibilitiesManage cash register operationsHandle customer transactionsScan merchandiseDeliver exceptional customer serviceRestock shelves and ensure store cleanlinessWelcome customers and assist with their purchasesOversee store entry and...


  • Hinton, Canada 2045694 ALBERTA LTD. Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Counter Service Associate to join our team at 2045694 ALBERTA LTD. As a Counter Service Associate, you will be responsible for providing exceptional customer service and ensuring a seamless dining experience for our guests.Key ResponsibilitiesFood Preparation and ServicePrepare and package...


  • Hinton, Canada Baymont by Wyndham Full time

    Job SummaryWe are seeking a highly organized and customer-focused individual to join our team as a Hotel Front Desk Clerk at Baymont by Wyndham. As a key member of our front desk team, you will be responsible for providing exceptional guest service, managing room reservations, and ensuring a seamless check-in and check-out experience for our guests.Key...


  • Hinton, Canada Techise Full time

    About the RoleWe are seeking a highly motivated and customer-focused Retail Sales Specialist to join our team at Techise. As a key member of our sales team, you will be responsible for providing exceptional customer service and driving sales growth in our retail business.Key ResponsibilitiesCustomer Service: Greet customers and discuss their needs, providing...


  • Hinton, Canada Buster's Pizza and Donair Full time

    About the RoleWe are seeking a highly motivated and customer-focused Cashier to join our team at Buster's Pizza and Donair. As a Cashier, you will be the first point of contact for our customers, providing exceptional service and ensuring a positive experience for every guest.Key ResponsibilitiesOperate the Point of Sale System: Accurately process...


  • Hinton, Canada Buster's Pizza and Donair Full time

    About the RoleWe are seeking a highly motivated and customer-focused Cashier to join our team at Buster's Pizza and Donair. As a Cashier, you will be the first point of contact for our customers, providing exceptional service and ensuring a positive experience for every guest.Key ResponsibilitiesOperate the Point of Sale System: Accurately process...


  • Hinton, Canada Buster's Pizza and Donair Full time

    Job SummaryBuster's Pizza and Donair is seeking a skilled Cashier to join our team. As a Cashier, you will be responsible for providing excellent customer service, operating a cash register, and processing transactions.Key ResponsibilitiesCustomer Service: Greet customers, respond to their inquiries, and resolve any issues in a professional and courteous...


  • Hinton, Canada Buster's Pizza and Donair Full time

    Job SummaryBuster's Pizza and Donair is seeking a skilled Cashier to join our team. As a Cashier, you will be responsible for providing excellent customer service, operating a cash register, and processing transactions.Key ResponsibilitiesCustomer Service: Greet customers, respond to their inquiries, and resolve any issues in a professional and courteous...