Financial Services Associate
3 weeks ago
Servus Credit Union, a cooperative leader in Alberta, is seeking a skilled Financial Advisor Associate to support our members with their banking needs.
We offer a competitive compensation package, including performance-based incentive pay, as well as opportunities for career advancement and flexible work options. Our team of driven professionals is passionate about delivering exceptional member service and helping individuals achieve their financial goals.
As a Financial Advisor Associate, you will play an integral role in the branch by providing proactive contact and follow-up with members, preparing documents for meetings, and handling discussions with walk-in customers. You will also process daily banking transactions and recommend products and services to meet our members' financial needs.
Key responsibilities include:
- Proactively gathering and documenting pertinent information for robust member conversations
- Reviewing personal accounts for completeness, accuracy, and compliance, identifying recommendations to enhance members' financial fitness
- Opening and reviewing new accounts, following up with members according to service guidelines
- Preparing and entering loan application information
- Supporting branch activities to grow new memberships and strengthen financial relationships with existing members
To succeed in this role, you will require at least 1 year of retail banking or sales experience, along with a high school diploma. Post-secondary education in Finance or related studies, as well as IFIC certification, are valuable assets. We seek candidates whose values align with our cooperative philosophy, celebrating our differences and commitment to member-owners and communities.
This is a 12-18 month temporary position, offering a unique opportunity to develop your skills and contribute to a dynamic team. With a strong focus on member service, we strive to provide a positive work environment and foster growth opportunities.
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