Full-Time Financial Advisor at Servus (Alberta)

Full-Time Financial Advisor at Servus (Alberta)

14 Aug
|
Servus Credit Union
|
Alberta

14 Aug

Servus Credit Union

Alberta

Join Servus Credit Union as a full-time Financial Advisor at the Entwistle Branch. This role focuses on developing long-term relationships and providing customized financial solutions to members.

In-person and full-time, this position requires individuals with a strong background in customer service and retail lending. The Financial Advisor will educate members on financial services while ensuring compliance with legal and safety policies. Your expertise will support individual and corporate initiatives while enhancing member satisfaction across various service channels.

Key Responsibilities:
• Educate members on digital and self-service options
• Provide advice on small business lending and investments
• Conduct routine loan audits and identify variances




• Participate in business development activities with partners
• Ensure compliance with risk management policies

Requirements:
• 3-4 years experience in customer service
• 2-3 years in retail lending/credit and investments
• Proven achievement of sales targets
• Proficient in technology and mobile banking
• Relevant financial education or certifications are assets

Enhance financial well-being for members while thriving in a supportive workplace at Servus Credit Union.
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📌 Full-Time Financial Advisor at Servus (Alberta)
🏢 Servus Credit Union
📍 Alberta

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