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Financial Services Associate
2 months ago
We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Servus Credit Union. As a Financial Services Associate, you will play a vital role in supporting our members with all their banking needs.
Key Responsibilities- Prepare documents for member meetings and provide regular proactive contact and follow-up with members.
- Handle discussions with walk-in members and perform a variety of administrative and branch support activities.
- Process daily banking transactions and recommend products and services to ensure our members feel good about their money.
- 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.
- Open and review new accounts, following up with members as per member service guidelines.
- Prepare and enter loan application information.
- Support 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.
- At least 1 year of retail banking or sales experience in addition to a high school diploma.
- Post-secondary education in Finance (or related studies) is an asset.
- IFIC certification is also valuable.
- 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.
- Training & Development Opportunities.
- Career Advancement Potential.
- Flexible work options.