Financial Advisor - Member Contact Centre

Servus Credit Union Ltd.; Calgary; Hybrid; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Profit sharing

Flexible work options

Incentives

Job summary

Servus Credit Union Ltd. in Alberta is hiring full-time Universal Financial Associates & Financial Advisors to join our Member Contact Centre. The role requires residing in Alberta and offers flexible shifts.

You'll help members with their financial needs via calls, emails, chat, and video, building trust and delivering customized financial solutions. Reporting to the Team Lead, you will focus on meeting daily sales targets, expanding deposits, loans, and memberships, while maintaining

Qualifications

• 2 years of successful sales experience with measured targets, preferably in customer service or retail banking.
• High school diploma required; post-secondary education in Finance is valuable.
• Call centre experience is a plus.

Responsibilities

• Meet and exceed daily sales targets by building rapport with members on every applicable call.
• Proactively pursue sales opportunities through inbound member conversations.
• Answer member inquiries and provide exceptional service via calls, emails, chat, SMS, video.
• Demonstrate strong sales techniques, negotiation, and professional telephone manners.
• Deliver consistent member experience by adhering to standards and guidelines.
• Assist members with online and mobile banking questions and security tasks.
• Participate in campaigns while following call quality standards.

Skills

Sales experience

Customer service experience

Call centre experience

Education

High school diploma

Post-secondary education in Finance

Job description

We are hiring for full-time Universal Financial Associates & Financial Advisors to join our Member Contact Centre!

Employment Status: Full-time, successful candidates must be currently residing in Alberta.

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.

Posting closes: Open until Filled

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

Reporting to the Team Lead, your primary objective is to develop long term relationships with members, building trust, and delivering customized financial solutions that help them feel good about their money.

What you'll be doing:

• Meeting and exceeding daily sales targets by building rapport, asking meaningful open-ended questions, and uncovering member needs on every applicable call.
• Proactively applying sales and relationship-building techniques to achieve and exceed business development targets through inbound member conversations, including proactive loan dollars, deposit growth, new memberships, and chequing account opportunities.
• 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 guidelines.
• 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

What you bring:

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.

Why Servus?

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:

• Competitive compensation including performance-based incentive pay and profit share
• Flexible work options
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program

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 financial services we provide…with a few additional perks!

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request.Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!

Employment Eligibility:

The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.