Universal Financial Associate in Fort Saskatchewan (Canada)

Universal Financial Associate in Fort Saskatchewan (Canada)

10 Sep
|
Servus Credit Union
|
Canada

10 Sep

Servus Credit Union

Canada

Become a Universal Financial Associate at Servus Credit Union in Fort Saskatchewan. This full time role involves supporting members with banking services and helping them navigate their financial journeys.
As part of our dedicated team, you will prepare client documentation, process daily transactions, and follow up on member accounts to ensure comprehensive service. This position is ideal for individuals committed to community and member engagement who are looking to build a fulfilling career in financial services.
Key Responsibilities:
• Collect information for Financial Advisor meetings
• Assess accounts for completeness and compliance
• Manage new accounts efficiently
• Process loan applications accurately
• Promote member growth and financial wellness
Requirements:
• Minimum 1 year of banking or sales experience required
• A high school diploma is essential
• Further education in Finance is a beneficial asset
• IFIC certification is a plus
• Dedication to serving our community and members
Contribute to Servus Credit Union’s mission of member-focused banking and enhance your career in Fort Saskatchewan.
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📌 Universal Financial Associate in Fort Saskatchewan (Canada)
🏢 Servus Credit Union
📍 Canada

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