Member-First Banking Advisor

Servus Credit Union; Hanna; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Profit sharing

Flexible work options

Volunteer program

Health benefits

Job summary

Servus Credit Union in Hanna is seeking a Universal Financial Associate to support members across banking needs and daily branch operations. You will prepare documents for member meetings, follow up with members, process transactions, and promote appropriate products and services to improve members' financial wellbeing.

Ideal candidates have at least 1 year of retail banking or sales experience and may have post-secondary finance study or IFIC certification.

Qualifications

• Minimum 1 year of retail banking or sales experience.
• Post-secondary education in Finance is a plus; IFIC certification is valuable.

Responsibilities

• Assist members with banking needs and documentation for meetings.
• Provide proactive follow-up with members and handle walk-in inquiries.
• Process daily banking transactions and recommend products/services.
• Open and review accounts, and enter loan application information.
• Support branch activities to grow memberships and strengthen relationships.

Skills

Retail banking experience

Sales experience

Education

Post-secondary education in Finance

IFIC certification

Job description

Servus Credit Union in Hanna is seeking a Universal Financial Associate to support members across banking needs and daily branch operations. You will prepare documents for member meetings, follow up with members, process transactions, and promote appropriate products and services to improve members' financial wellbeing.

Ideal candidates have at least 1 year of retail banking or sales experience and may have post-secondary finance study or IFIC certification.