Elevate your career as a Financial Advisor at Servus Credit Union in the Entwistle Branch. This full time position centers on fostering relationships and delivering tailored financial solutions.

As a Financial Advisor, you will utilize your customer service and lending expertise to guide members toward their financial goals. Your role includes educating clients on available services and adhering to compliance standards. By engaging with members actively, you contribute to the credit union's reputation while supporting corporate initiatives for growth.

Key Responsibilities:
• Guide members in utilizing service delivery channels
• Advise on small business loans and mutual fund discussions
• Audit and review reports for compliance and risk
• Engage in proactive member outreach initiatives
• Support internal campaigns and marketing efforts

Requirements:
• Experience of 3-4 years in customer service
• 2-3 years in lending and investment roles
• Record of meeting sales goals
• Technologically proficient, familiar with mobile apps
• Relevant qualifications in finance are advantageous

Provide expert financial guidance and support member needs at Servus Credit Union.
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📌 Servus Credit Union Financial Advisor (Alberta)
🏢 Servus Credit Union
📍 Alberta