Financial Advisor - Member Contact Centre

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

Job summary

A leading Canadian credit union is hiring a Financial Advisor for their Member Contact Centre. This full-time role, based in Alberta, involves providing exceptional member service and financial solutions through various communication channels. Ideal candidates have at least 2 years of sales experience and a high school diploma, with opportunities for training and career advancement. The position offers a flexible schedule and competitive compensation including profit sharing and performance-based incentives.

Benefits

Competitive compensation

Training & Development Opportunities

Career Advancement Potential

Flexible work options

Employee volunteer program

Qualifications

• At least 2 years of successful sales experience with measured targets.
• Preferably experience in customer service or retail banking.
• Flexible schedule for day, evening, and weekend shifts.

Responsibilities

• Handle member inquiries via calls, emails, chat, SMS.
• Provide exceptional service and identify sales opportunities.
• Assist members with online banking inquiries.

Skills

Sales techniques

Negotiation skills

Multi-tasking

Member service

Education

High school diploma

Post-secondary education in Finance

Tools

CRM software

Call centre systems

Job description

Overview

Join Servus Credit Union - Canada’s Largest Credit Union! We are hiring for full-time Financial Advisors to join our Member Contact Centre. Employment Status: Full-time, this position is fully remote, however, applicants must reside within Alberta. 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: 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.

Reporting to the Market Director, 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

• Answering member inquiries 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 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

• Competitive compensation including performance-based incentive pay and profit share
• Training & Development Opportunities
• Career Advancement Potential
• 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!

What happens next?

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

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!

Qualified applicants are invited to apply online. Posting Closes: Until Filled