Financial Advisor Role at Servus Credit Union (Calgary)

Financial Advisor Role at Servus Credit Union (Calgary)

20 Sep
|
Servus Credit Union
|
Calgary

20 Sep

Servus Credit Union

Calgary

Drive member success as a Financial Advisor with Servus Credit Union in Alberta. This full-time opportunity focuses on sales, relationship-building, and delivering exceptional member service around the clock. As a Financial Advisor, your mission is to create long-lasting relationships with members, uncovering their needs through effective dialogues.

Working in a rotational shift setting, you will utilize your sales skills to optimize financial solutions while providing top-notch service in a friendly atmosphere. Engaging with members via phone, chat, and video makes this role diverse and fulfilling. Key Responsibilities:

- Build rapport and meet daily sales targets
- Apply sales techniques to enhance product offerings




- Provide exceptional service through multiple communication channels
- Demonstrate sales and negotiation skills for deal closure
- Assist with technical online banking questions and requests Requirements:
- Minimum of 2 years in sales or related experience
- High school diploma required; finance education preferred
- Flexible for shift work, including days and weekends
- Prior call center experience is advantageous
- Strong alignment with our cooperative values Utilize your skills in finance and customer service to positively impact members’ lives at Servus Credit Union.

📌 Financial Advisor Role at Servus Credit Union (Calgary)
🏢 Servus Credit Union
📍 Calgary

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