Servus Financial Advisor Role in Entwistle

Servus Financial Advisor Role in Entwistle

05 Sep
|
Servus Credit Union
|
Entwistle

05 Sep

Servus Credit Union

Entwistle

Grow your career with Servus Credit Union as a Financial Advisor in Entwistle. This full-time position emphasizes building robust, 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 collaborative 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
🏢 Servus Credit Union
📍 Entwistle

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