Universal Financial Associate in Blackfalds (Alberta)

Universal Financial Associate in Blackfalds (Alberta)

08 Oct
|
Servus Credit Union
|
Alberta

08 Oct

Servus Credit Union

Alberta

Become a key member of the Servus Credit Union team as a Universal Financial Associate in Blackfalds. You will support members with banking needs and boost financial wellness while working in office.

This full-time position calls for an individual passionate about community service and financial education. Your role will include preparing documents for financial meetings, handling transactions, and recommending services that benefit our members' financial health. Collaborative and committed individuals who believe in community values will thrive in this environment.

Key Responsibilities:
• Gather and document key member information for Financial Advisors
• Review and ensure accuracy of personal accounts
• Open and follow up on new accounts as per guidelines




• Process member transactions including deposits and loan payments
• Differentiate between credit union and competitor offerings clearly

Requirements:
• 1+ years of retail banking or sales experience
• High school diploma required
• Post-secondary education in Finance is an asset
• IFIC certification is a plus
• Ability to pass background checks

Bring your retail banking experience, passion for member service, and commitment to community to contribute to Servus Credit Union.
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📌 Universal Financial Associate in Blackfalds (Alberta)
🏢 Servus Credit Union
📍 Alberta

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