09 Nov
|
Servus Credit Union
|
Alberta
09 Nov
Servus Credit Union
Alberta
Apply retail banking or sales experience to member accounts, loan applications, and daily transactions at Servus Credit Union in Rimbey.
This full time Universal Financial Associate reports to the Branch Manager and supports members across banking needs. The work combines proactive member contact, account administration, transaction processing, and recommendations for products and services that improve members’ financial situations.
Key Responsibilities: Provide regular proactive member contact and follow-up
Prepare documents for Financial Advisor meetings
Enter loan application information accurately
Support membership growth and existing relationships
Complete deposits, withdrawals, cheque cashing, and foreign exchange
Requirements: At least one year retail banking or sales experience
High school diploma
Finance or related post-secondary studies are valuable assets
IFIC certification is a valuable asset
Pass required criminal, reference, and credit checks
Combine retail banking experience, proactive follow-up, and accurate financial transactions while supporting Servus members in Rimbey.
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📌 Retail Banking Sales Associate Rimbey (Alberta)
🏢 Servus Credit Union
📍 Alberta