Drive member success as a Financial Advisor with Servus Credit Union in Alberta. This full-time prospect 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 workplace, 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
• Solid alignment with our cooperative values

Utilize your skills in finance and customer service to positively impact members’ lives at Servus Credit Union.
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📌 Financial Advisor Role At Servus Credit Union Alberta (Canada)
🏢 Servus Credit Union
📍 Canada