District Support Universal Financial Associate - North West

Servus Credit Union; Grande Prairie; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join Servus Credit Union as a Mobile Universal Financial Associate in Grande Prairie, where you will enhance member relationships through exceptional customer service and sound financial advice. This full-time role includes responsibilities like handling transactions, processing loan applications, and offering financial recommendations, with a focus on community values and collaborative principles. Enjoy comprehensive benefits including health programs, training opportunities, and flexible working conditions.

Benefits

Health and wellness programs

Vacation and retirement plans

Training and development

Flexible work options

Performance-based incentives

Qualifications

• 1 year of retail banking or sales experience.
• High School Diploma required, post-secondary education in Finance is an asset.
• IFIC Certification is valuable.

Responsibilities

• Prepare documents for member meetings.
• Open and review new accounts.
• Process loan applications and transactions.

Skills

Customer Service

Sales Skills

Financial Recommendations

Education

High School Diploma

Post-secondary education in Finance

IFIC Certification

Job description

Posting closes: August 1, 2025

Employment Status: Full-time - 37.5 hours per week (extended hours; Monday-Saturday branches)

Additional Information: Travel required - Compensation provided

Your home branch will be Grande Prairie South 40 branch, and you will be required to travel to the following locations: Edson, Drayton Valley, Fairview, Grimshaw, Whitecourt, Slave Lake, Westlock, as well as other locations within the district.

*Due to the nature of this role, interested candidates must hold a valid driver's license and own a reliable vehicle.

Servus is growing! We are currently looking for Mobile Universal Financial Associate to join our team.

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy, and driven individuals.

Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in supporting our members with all their banking needs. Responsibilities include preparing documents for member meetings, providing proactive contact and follow-up, handling walk-in member discussions, and supporting daily banking transactions and product recommendations.

Specific responsibilities include, but are not limited to:

• Gathering and documenting information for financial conversations
• Reviewing accounts for accuracy and compliance, and providing financial recommendations
• Opening and reviewing new accounts, following up with members
• Processing loan applications
• Supporting branch growth and member relationships
• Differentiating products and services from competitors
• Presenting advice to improve members' financial situations
• Processing transactions such as deposits, withdrawals, payments, money orders, and foreign exchange

To qualify, you need at least 1 year of retail banking or sales experience and a high school diploma.

Valuable assets include:

• Post-secondary education in Finance or related fields
• IFIC certification

We seek candidates whose personal values align with our cooperative principles, embracing diversity and our community-focused culture.

Benefits include health and wellness programs, vacation and retirement plans, training and development, career advancement, flexible work options, performance-based incentives, and opportunities for community involvement.

For more details, click here.

As a member of Servus, you'll enjoy all the benefits of credit union membership, including profit sharing, voting rights, and additional perks.

What happens next?

Only selected applicants will be contacted for interviews. Please inform us if you require accommodations during the process.

Join a diverse team committed to reimagining financial fitness. We value your skills, passion, and curiosity, and encourage you to apply even if you don't meet every requirement.

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