Financial Advisor at Servus Credit Union (Alberta)

Financial Advisor at Servus Credit Union (Alberta)

29 Aug
|
Servus Credit Union
|
Alberta

29 Aug

Servus Credit Union

Alberta

Join Servus Credit Union as a Financial Advisor at the Entwistle Branch. In this full-time role, you'll develop personalized financial solutions for members while fostering long-term relationships.

As a Financial Advisor, you will educate members on wealth management and proactively recommend products. Collaborate with team members and participate in initiatives that drive the credit union’s growth and member satisfaction. Your impact will enhance members’ financial well-being and the credit union’s reputation for excellence.

Key Responsibilities:
• Educate members on digital and self-serve options
• Provide advice on small business lending and mutual funds
• Review new accounts and term maturities
• Conduct loan audits to ensure compliance
• Participate in business development activities with partners

Requirements:
• 3-4 years' experience in customer service
• 2-3 years' experience in retail lending and investments
• Complex lending experience required
• Proven track record of meeting sales targets
• Proficient in technology and mobile banking apps

Enhance member financial experiences while growing your career in a rewarding workplace with Servus.
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📌 Financial Advisor at Servus Credit Union (Alberta)
🏢 Servus Credit Union
📍 Alberta

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