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 • Robust communication and relationship-building skills
Make a real difference in the lives of members at Servus as you excel in financial advisory services.