Join Servus Credit Union as a Universal Financial Associate in Lacombe, Alberta, and engage with members to address their financial needs. Deliver proactive support and banking services in this full-time position. As part of the branch team, you will collaborate with Financial Advisors and assist members in navigating their financial journeys.

Key tasks include preparing documents, processing transactions, and reviewing accounts for best practices. Your efforts directly contribute to enhancing member satisfaction and loyalty. Key Responsibilities:

- Gather and document crucial info for member meetings
- Ensure accounts are accurate and compliant
- Open recent accounts and follow up as needed
- Prepare loan applications for processing
- Process daily transactions including deposits and loan payments Requirements:
- At least 1 year of experience in retail banking or sales
- High school diploma mandatory
- Relevant post-secondary education is valuable
- IFIC certification is beneficial
- Must pass security and credit evaluations Empower members with financial solutions and support at Servus Credit Union.

📌 Universal Financial Associate Role in Lacombe (Edmonton)
🏢 Servus Credit Union
📍 Edmonton