Join Servus Credit Union as a Senior Financial Advisor in Rimbey, Alberta. This full time, on-site role emphasizes building strong member relationships and providing customized financial guidance.
As a Senior Financial Advisor, you will report to the Branch Manager at Servus Credit Union's Rimbey location. This role requires a solid background in retail banking, focusing on sales, member engagement, and exceptional customer service. You will play a crucial role in shaping financial wellness for our members.
Key Responsibilities:
• Identify ideal financial solutions for members
• Achieve and exceed sales targets effectively
• Support marketing initiatives to bolster business development
• Communicate clearly with members about their needs
• Facilitate referrals to various service teams
Requirements:
• Minimum 2 years in a relevant financial role
• High school diploma; advanced education in Finance preferred
• Investment Funds in Canada Course completion is a plus
• Commitment to cooperative principles and community welfare
• Strong communication and relationship-building skills
Make a real difference in the lives of members at Servus as you excel in financial advisory services.
#J-18808-Ljbffr
📌 Senior Financial Advisor Rimbey Branch (Alberta)
🏢 Servus Credit Union
📍 Alberta
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.