Financial Advisor - Remote

Servus Credit Union; Edmonton; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading credit union in Alberta is seeking a Financial Advisor for their Member Contact Centre. This full-time, remote position involves providing exceptional service and pursuing sales opportunities to enhance members' financial fitness. Ideal candidates will have strong sales skills and a commitment to cooperative values.

Benefits

Training & Development Opportunities

Career Advancement

Flexible Work Options

Competitive Compensation

Employee Volunteer Programs

Qualifications

• At least 2 years of successful sales experience with measurable targets.
• Preferably in customer service or retail banking.

Responsibilities

• Answering member inquiries and providing exceptional service.
• Identifying and pursuing sales opportunities.
• Assisting members with technical inquiries.

Skills

Sales Techniques

Negotiation Skills

Customer Service

Multi-tasking

Education

High School Diploma

Post-secondary Education in Finance

Job description

Posting Closes:

Open until filled

Employment Status:

Full-time, permanent

Additional Information:

This full-time position requires working flexible shifts, as our contact centre operates 24 hours a day, Monday to Sunday, including rotational shifts of days, evenings, weekends, and holidays. Scheduled hours will be between 6:00 AM and 10:00 PM.

This position is fully remote; however, applicants must reside within Alberta.

Position Overview:

Are you a driven sales professional looking to make a significant impact? Join us as a Financial Advisor in our Member Contact Centre!

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. Recognized as one of Canada's Best Managed Companies for 20 consecutive years and ranked among 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 Contact Centre Team Leads, you will play a crucial role in driving sales and providing exceptional, personalized service to our members. You will connect online or by phone to identify and pursue sales opportunities, resolve issues, process transactions, and offer sound financial advice.

Responsibilities:

• Answering member inquiries and providing exceptional member service via inbound calls, emails, chat, SMS, and video calls
• Demonstrating excellent sales techniques, strong negotiation skills, and the ability to close deals, along with a professional telephone manner and strong multi-tasking abilities
• Providing consistently excellent member experience by adhering to standards and guidelines
• Proactively identifying and pursuing sales opportunities to match members with suitable products and solutions that enhance their financial fitness
• Assisting members with technical inquiries related to online and mobile banking (e.g., setting passwords, updating member database, security tasks)
• Participating in individual, Contact Centre, and corporate campaigns while maintaining call quality standards

Requirements:

To qualify, you need at least 2 years of successful sales experience with measurable targets, preferably in customer service or retail banking, and a high school diploma.

Valuable assets include:

• Call centre experience
• Post-secondary education in Finance or related fields

We highly value candidates with flexible schedules, as the role involves day, evening, and weekend shifts.

We seek candidates whose personal values align with our cooperative values, which are evident in our daily operations. We embrace our differences, celebrate our culture and history, and are committed to our member-owners and communities.

Benefits:

Working for Servus offers outstanding benefits, including health and wellness, vacation, retirement savings, and more:

• Training & Development Opportunities
• Career Advancement
• Flexible work options
• Competitive compensation including performance incentives
• Opportunities to contribute to individual and corporate goals
• Employee volunteer programs

For more information about these benefits, 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.

Next Steps:

Only selected applicants will be contacted for an interview. Please inform us of any accommodations needed during the hiring process.

Join a team of unique, authentic individuals committed to reimagining financial fitness. We value diversity and encourage applicants from all backgrounds to apply, even if you don't meet every requirement.