06 Sep
|
Servus Credit Union
|
Calgary
06 Sep
Servus Credit Union
Calgary
Sales 1 Posted : July 30, 2026 Full-Time On-site Employment Status: Full-time Posting Closes: August 13th, 2026, 4:00 p.m.
At Servus Credit
Union , we do things differently- because we're a credit union, not a bank. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities . Whether it's through profit sharing, competitive rates, or local initiatives that make a real impact, we're here to help Albertans feel good about their money.
If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you . We are looking for a full-time Universal Financial Associate in our Taradale Branch! Reporting to the Assistant Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs.
As a Universal Financial Associate, you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money. Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Opening and reviewing current accounts, following up with members as per member service guidelines.
Clearly and skillfully differentiate between credit union and competitor products and services.
Present advice and solutions that will serve to improve the member's financial situation With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing At least 1 year of retail banking or sales experience in addition to your high school diploma. Although not required, the following education/certificates are valuable assets: Post-secondary education in Finance (or related studies) In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as: Competitive compensation including performance-based incentive pay and profit share Flexible work options Meaningful work towards individual and corporate goals This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide ... with a few additional perks!
At Servus Credit
Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request.Employment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. #
📌 Financial Services Representative- Full Time (Calgary)
🏢 Servus Credit Union
📍 Calgary