Servus Financial Advisor Role in Entwistle (Alberta)

Servus Financial Advisor Role in Entwistle (Alberta)

04 Sep
|
Servus Credit Union
|
Alberta

04 Sep

Servus Credit Union

Alberta

Grow your career with Servus Credit Union as a Financial Advisor in Entwistle. This full-time position emphasizes building strong, trust-based member relationships through customized financial advice.

As a Financial Advisor, you'll focus on wealth and debt management education while supporting branch and corporate initiatives. Your role is vital for promoting member financial literacy and enhancing their overall experience with Servus. By engaging in proactive outreach and developing tailored solutions, you will contribute significantly to the credit union’s objectives and community impact.

Key Responsibilities:
• Educate members on service delivery options
• Provide small business lending advice




• Review account reports and identify issues
• Conduct audits and ensure compliance measures
• Engage in cooperative business development

Requirements:
• 3-4 years' experience in customer service
• 2-3 years' involvement in retail lending and investments
• Experience with complex lending processes
• Strong track record of sales performance
• Competency in using digital banking tools

Deliver exceptional financial solutions and make a difference in members' lives at Servus Credit Union.
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📌 Servus Financial Advisor Role in Entwistle (Alberta)
🏢 Servus Credit Union
📍 Alberta

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