Advance your career as a Universal Financial Associate with Servus Credit Union in Morinville. This full-time position focuses on meeting member banking needs and enhancing financial wellness.
As part of the Servus team, you will assist members through proactive service and by handling various banking transactions. Reporting to the Assistant Branch Manager, your responsibilities will include preparing for client meetings and providing comprehensive support to maintain financial accuracy. Your role is essential in fostering strong community relationships.
Key Responsibilities:
• Prepare documentation for member consultations
• Ensure account accuracy and compliance
• Facilitate opening of recent member accounts
• Enter loan application data promptly
• Process various banking transactions reliably
Requirements:
• 1 year of experience in retail banking or sales
• High school diploma required
• Post-secondary education in Finance is beneficial
• IFIC certification is a plus
• Excellent customer service and communication skills
Make a meaningful impact in Morinville by supporting members’ financial journeys at Servus Credit Union.
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📌 Universal Financial Associate in Morinville
🏢 Servus Credit Union
📍 Morinville