Join Servus Credit Union in Lethbridge as a Financial Advisor, dedicated to providing tailored financial guidance to our members. This full time, in-person position focuses on building meaningful relationships and enhancing financial literacy.

In this role, you’ll leverage your customer service experience to educate members while cross-selling financial products. You'll be responsible for managing loans, ensuring compliance, and participating in continuous performance growth through coaching and goal setting.

Key Responsibilities:
• Support members in utilizing all service delivery channels
• Provide small business lending and investment advice
• Conduct regular audits and manage compliance risks
• Help maintain audit consciousness and comply with laws
• Hold regular retention and proactive outreach calls

Requirements:
• At least 3-4 years of customer service experience
• Minimum 2-3 years in lending/credit or investments
• Ability to meet sales targets consistently
• Proficient in financial technology and software
• Relevant financial education certifications an asset

Drive positive member outcomes and enhance financial success at Servus Credit Union.
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📌 Servus Financial Advisor Full-Time (Alberta)
🏢 Servus Credit Union
📍 Alberta