Universal Financial Associate - Mundare (Lamont)

Universal Financial Associate - Mundare (Lamont)

05 May
|
Servus Credit Union
|
Lamont

05 May

Servus Credit Union

Lamont

Join Servus Credit Union – Canada’s Largest Credit Union!

nPosting Closes: April 28, 2026n

This role will be based in Mundare, but flexibility to support Andrew and Lamont branches is required.

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We are looking for a full‑time Universal Financial Associate to work in our Mundare Branch. Reporting to the Branch Manager, you will support members with all their banking needs, prepare documentation for member meetings, provide proactive contact, handle walk‑in discussions, and manage a variety of administrative and branch support activities.

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What You’ll Be Doing

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- Proactively gather and document all pertinent information for a robust advisor conversation.
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- Review personal accounts for completeness, accuracy, and compliance; recommend actions to improve members’ financial fitness.
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- Open and review recent accounts, following up with members as per service guidelines.
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- Prepare and enter loan application information.
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- Support branch activities to grow new memberships and strengthen relationships with existing members.
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- Differentially present credit‑union and competitor products and services, offering advice that improves members’ financial situations.
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- Process member transactions such as deposits, withdrawals, loan and utility payments, money orders,



credit‑card advances, and foreign/domestic exchange and cheque cashing with accuracy.
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What You Bring

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- At least 1 year of retail banking or sales experience plus a high school diploma.
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Additional Educational/Certificate Assets

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- Post‑secondary education in Finance or related studies.
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- IFIC certification.
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Benefits

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- Competitive compensation including performance‑based incentive pay and profit share.
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- Health and wellness benefits.
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- Vacation and retirement savings programs.
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- Training and development opportunities.
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- Career advancement potential.
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- Flexible work options.
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- Meaningful work toward individual and corporate goals.
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- Employee volunteer program opportunities.
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nEmployment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check, and credit check to qualify for hire by Servus Credit Union.n

At Servus Credit Union, we believe in creating a culture of belonging for everyone, encouraging applications from individuals of all backgrounds. Accommodations are available during every stage of the hiring process upon request.

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Qualified applicants are invited to apply online.

📌 Universal Financial Associate - Mundare (Lamont)
🏢 Servus Credit Union
📍 Lamont

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