Financial Advisor - Remote

Servus Credit Union; Calgary; Remote; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking financial institution as a Financial Advisor in the Member Contact Centre. This full-time remote position offers flexible shifts to accommodate your lifestyle while you connect with members to provide personalized financial advice and exceptional service. With a strong commitment to community and cooperative values, you'll play a crucial role in helping members achieve their financial goals. Enjoy competitive compensation, training opportunities, and the chance to be part of a dedicated team that celebrates diversity and values unique contributions. This is your opportunity to make a meaningful impact in the lives of our members.

Benefits

Health and Wellness Benefits

Vacation

Retirement Savings Programs

Training & Development Opportunities

Career Advancement Potential

Flexible Work Options

Performance-based Incentive Pay

Employee Volunteer Program

Qualifications

• 2+ years of sales experience with measurable targets in customer service or retail banking.
• Experience in call centers is a valuable asset.

Responsibilities

• Provide exceptional member service via calls, emails, and chats.
• Identify and pursue sales opportunities to enhance financial fitness.

Skills

Sales Techniques

Negotiation Skills

Customer Service

Multi-tasking

Education

High School Diploma

Post-secondary Education in Finance

Tools

Online Banking Systems

Job description

Posting Closes: Open until filled

Employment Status: Full-time, permanent

Additional Information: This full-time position has the expectation to work flexible shifts, as our contact centre is open 24 hours, Monday-Sunday, including rotational shifts of days, evenings, weekends, and holidays. The scheduled hours for this role will be between 6:00 AM to 10:00 PM.

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

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. 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 Contact Centre Team Leads, you will play a crucial role in driving sales and providing exceptional personalized service to our valued members. You will connect online or by phone to identify and pursue sales opportunities, resolve issues, process transactions, and offer sound financial advice.

More specifically, the scope of your responsibilities will include, but are not limited to:

• Answering member inquires and provide exceptional member service via inbound calls, emails, chat, SMS, 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 fantastic member experience by adhering to standards and guild lines
• Consistently being proactive in identifying and pursuing sales opportunities to match every member with the right products and solutions that enhance their financial fitness
• Assisting members regarding technical inquiries or requests related to their online and mobile banking needs (e.g., setting passwords, updating member database, security-related tasks, etc.)
• Participating in individual, Contact Centre, and corporate campaigns while adhering to call quality standards
  
  
  

Requirements

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

Although not required, the following education/certificates are valuable assets:

• Call centre experience
• Post-secondary education in Finance (or related studies)
  
  

Moreover, we are highly motivated in hiring candidates with flexible schedules, as the position requires day, evening, and weekend shift commitments.

Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.

Benefits

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive Compensation including performance-based incentive pay
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program
  
  
  

For Information About These Benefits And More, Click Here.

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide ... with a few additional perks!

What happens next?

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don't check every box we encourage you to apply!

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