Become a Universal Financial Associate at Servus Credit Union in Hannabranch. This full time role focuses on proactive member support, transaction processing, and financial recommendations within a community-driven environment.

As a Universal Financial Associate, you will report to the Branch Manager and play a vital role in supporting members' banking needs. Your responsibilities will include preparing documents for Financial Advisors, engaging with walk-in members, and processing various banking transactions. You’ll utilize your retail banking experience to enhance the financial wellness of our members while fostering relationships with both new and existing clientele.

Key Responsibilities:
• Gather information for Financial Advisors to improve member conversations




• Review accounts for accuracy and compliance
• Open and manage new member accounts
• Prepare loan applications and document transactions
• Process daily banking activities like deposits and payments

Requirements:
• Minimum of 1 year in retail banking or sales
• High school diploma required
• Post-secondary education in Finance is an asset
• IFIC certification is preferred
• Must pass background checks for employment

Elevate your retail banking career with Servus Credit Union by applying today.
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📌 Universal Financial Associate at Servus (Alberta)
🏢 Servus Credit Union
📍 Alberta