05 Oct
|
Servus Credit Union
|
Hanna
05 Oct
Servus Credit Union
Hanna
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 current 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.
📌 Universal Financial Associate at Servus (Hanna)
🏢 Servus Credit Union
📍 Hanna