Member Experience Advisor - Claresholm

Servus Credit Union; Claresholm; On-site; CAD 25,000 - 33,000; Part time

Benefits offered by this job

Profit sharing

Incentive pay

Health benefits

Vacation plan

Retirement savings

Volunteer program

Job summary

Servus Credit Union in Claresholm is hiring a part-time Member Experience Advisor to deliver exceptional member service and perform transactional banking tasks at the branch. You will promote products, assist members with financial needs, and contribute to daily branch operations.

The role emphasizes building trust, problem solving, and educating members on digital/self-serve options while supporting the team and safeguarding private information.

Qualifications

• 1-year experience in a customer service or administration role.
• Grade 12 diploma or equivalent.
• Good computer skills; able to pick up new and existing programs related to the job quickly.
• Good communication skills; both written and verbal.
• Ability to problem solve, organize and multi-task.
• Aptitude for numbers, with fast and accurate data entry skills.
• Good financial literacy.

Responsibilities

• Provides exceptional member service that builds trust through responsive service and support to deliver what is right for every member, while balancing the interests of the credit union.
• Processes a variety of cash and non-cash member service transactions including deposits, withdrawals, payments, account updates, balances, money orders, credit card advances, calculations of foreign and domestic exchanges, cheque cashing, electronic funds transfers, and account closures.
• Pursues and generates sales referrals by proactively promoting Servus products and services to members and potential members by analyzing their needs; clearly explains potential solutions and the benefits to the member; records all referrals and forwards to the appropriate internal personnel.
• Builds trust with members, resolves routine problems with member accounts and refers complex questions to the appropriate internal personnel.
• Applies policies and procedures in daily activities to meet safety, legal and privacy requirements.
• Accountable for area security and internal security audits.
• Educates and demonstrates to members how to use other service delivery channels such as digital and self-serve with the goal of making it easy.
• Provides support to other branch team members such as making outgoing calls to members, composing routine member correspondence and reports, completing compliance and/or audit activities, completing end-to-end processes related to ATM and night deposits, reconciling branch reports (dependent on branch location), etc.
• Assists with opening/closing duties such as balancing of branch daily transmittals, reconciling ATM and night deposit contents, and provides support in administering branch cash services with the associated risk management and control policies.
• Acts as joint custodian on specified combinations; rents, controls, and provides access to safety deposit boxes; maintains related records.
• Maintains up-to-date knowledge of all credit union products and services in order to foster business development through service excellence and product knowledge.
• Promotes and participates in branch campaigns and initiatives.

Skills

Customer service

Administration

Sales

Communication

Problem solving

Data entry

Numerical literacy

Financial literacy

Multitasking

Computer skills

Education

Grade 12 diploma

Tools

Microsoft Office

Job description

We are hiring for a Part time Member Experience Advisor to join our Claresholm Branch!

Posting closes: November 18, 2026

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.

The Member Experience Advisor role acts as the first line of support as members work towards their financial goals. This role is responsible for providing exceptional member service by completing transactional banking services that are right for every member, providing solutions to financial needs or referring members to an appropriate specialist, and contributing to the branch portfolio, and overall growth objectives.

What You'll be Doing:

• Provides exceptional member service that builds trust through responsive service and support to deliver what is right for every member, while balancing the interests of the credit union.
• Processes a variety of cash and non-cash member service transactions including deposits, withdrawals, payments, account updates, balances, money orders, credit card advances, calculations of foreign and domestic exchanges, cheque cashing, electronic funds transfers, and account closures.
• Pursues and generates sales referrals by proactively promoting Servus products and services to members and potential members by analyzing their needs; clearly explains potential solutions and the benefits to the member; records all referrals and forwards to the appropriate internal personnel.
• Builds trust with members, resolves routine problems with member accounts and refers complex questions to the appropriate internal personnel.
• Applies policies and procedures in daily activities to meet safety, legal and privacy requirements.
• Accountable for area security and internal security audits.
• Educates and demonstrates to members how to use other service delivery channels such as digital and self-serve with the goal of making it easy.
• Provides support to other branch team members such as making outgoing calls to members, composing routine member correspondence and reports, completing compliance and/or audit activities, completing end-to-end processes related to ATM and night deposits, reconciling branch reports (dependent on branch location), etc.
• Assists with opening/closing duties such as balancing of branch daily transmittals, reconciling ATM and night deposit contents, and provides support in administering branch cash services with the associated risk management and control policies.
• Acts as joint custodian on specified combinations; rents, controls, and provides access to safety deposit boxes; maintains related records.
• Maintains up-to-date knowledge of all credit union products and services in order to foster business development through service excellence and product knowledge.
• Promotes and participates in branch campaigns and initiatives.

What you Bring:

• 1-year experience in a customer service or administration role.
• Sales experience an asset.
• Grade 12 diploma or equivalent.
• An equivalent combination of education and experience may also be considered.
• Good computer skills; able to pick up new and existing programs related to the job quickly.
• Good communication skills; both written and verbal.
• Ability to problem solve, organize and multi-task.
• Aptitude for numbers, with fast and accurate data entry skills.
• Good financial literacy.

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
• 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!