Financial Advisor - Lamont (Beaver County)

Financial Advisor - Lamont (Beaver County)

28 Oct
|
Scotiabank
|
Beaver County

28 Oct

Scotiabank

Beaver County

Build trusted member relationships as a Financial Advisor at Servus Credit Union’s Lamont Branch, supporting Mundare and Andrew when required.Reporting to the Branch Manager, you will deliver customized financial solutions that shape members’ financial fitness. The position emphasizes communication, sales, referrals, and knowledge of retail banking and investment products. You will help bring Servus Credit Union’s cooperative purpose to life through member-focused advice and service.Key Responsibilities:Match members with suitable products and financial solutionsMeet sales targets and referral goalsEngage members to determine immediate financial needsPromote referrals to Wealth Management and Business BankingMaintain solid member relationships and community imageRequirements:At least two years of retail banking experienceRelated financial industry experience in sales or customer serviceHigh school diplomaKnowledge of investment and retail banking servicesAbility to support Mundare and Andrew as requiredBring relationship-building, financial product knowledge, and member-focused service to Servus Credit Union’s Lamont-area branches.#J-18808-Ljbffr

📌 Financial Advisor - Lamont (Beaver County)
🏢 Scotiabank
📍 Beaver County

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial advisor - lamont (beaver county) / beaver county

Subscribe to this job alert:

Get the latest job offers by email for: financial advisor - lamont (beaver county) / beaver county