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.