Universal Financial Associate At Servus Hanna (Canada)

Universal Financial Associate At Servus Hanna (Canada)

06 Oct
|
Servus Credit Union
|
Canada

06 Oct

Servus Credit Union

Canada

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 recent 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. #J-18808-Ljbffr

📌 Universal Financial Associate At Servus Hanna (Canada)
🏢 Servus Credit Union
📍 Canada

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