Financial Advisor in Lamont Branch

Financial Advisor in Lamont Branch

21 Sep
|
Servus Credit Union
|
Lamont

21 Sep

Servus Credit Union

Lamont

Experience a fulfilling career as a Financial Advisor with Servus Credit Union in Lamont. Focus on member relationships and provide financial solutions that make a real difference in the community. You will work closely with the Branch Manager to bring our mission to life by delivering customized financial strategies to our members.

This position requires at least 2 years of relevant experience, with robust sales and interpersonal skills being vital. Your knowledge of the financial landscape will enable you to guide members effectively in their financial journey. Key Responsibilities:

- Match members with suitable financial products
- Achieve sales and referral goals to enhance member experience




- Engage in marketing and business development initiatives
- Maintain excellent communication with members
- Build knowledge of local economic trends and competitive offers Requirements:
- Minimum 2 years of experience in financial services
- High school diploma; finance-related education preferred
- Sales and service expertise in retail banking
- Understanding of investment products like loans and mutual funds
- Commitment to teamwork and community service Drive financial fitness at Servus while enriching the lives of members in Lamont.

📌 Financial Advisor in Lamont Branch
🏢 Servus Credit Union
📍 Lamont

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