Universal Financial Associate

Servus Credit Union; High River; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading credit union in High River is looking for a Universal Financial Associate. The candidate will support members with various banking needs, prepare documentation for meetings, and manage member transactions. Requires at least one year of retail banking or sales experience and a high school diploma. Benefits include competitive compensation, performance incentives, flexible working options, and opportunities for growth. The role emphasizes community involvement and member engagement.

Benefits

Competitive compensation

Performance-based incentive pay

Flexible work options

Training & Development Opportunities

Career Advancement Potential

Qualifications

• At least 1 year of retail banking or sales experience.
• High school diploma is mandatory.
• Post-secondary education in Finance is a valuable asset.

Responsibilities

• Support members with all banking needs.
• Prepare documents for member meetings.
• Handle walk-in member discussions.
• Process member transactions.

Skills

Retail banking experience

Sales experience

Education

High school diploma

Post-secondary education in Finance

IFIC certification

Job description

Join Servus Credit Union - Canada’s Largest Credit Union!

Employment Status: Full‑time
Posting Closes: February 26, 2026, 4:00 p.m.

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. Our members are also our owners. Every dollar we earn is reinvested into the people, our employees, and our communities. We’re looking for passionate, values‑driven people to join our team. 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.

Universal Financial Associate – High River Branch

Reporting to the Assistant Branch Manager, the Universal Financial Associate supports our members with all their banking needs. The role includes preparing documents for member meetings, providing proactive contact and follow‑up, handling walk‑in member discussions, performing daily banking transactions, and recommending products and services to enhance members’ financial well‑being.

What You’ll Be Doing

• Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
• Review personal accounts for completeness, accuracy, and compliance; look for recommendations to shape the members’ financial fitness.
• Open and review new accounts, following up with members as per member service guidelines.
• Prepare and enter loan application information.
• Support branch activities to grow new memberships and strengthen financial relationships with existing members.
• Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that improve the member’s financial situation.
• Accurately process member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, and foreign/domestic exchange & cheque cashing.

What You Bring

• At least 1 year of retail banking or sales experience and a high school diploma.

Although Not Required, The Following Education/Certificates Are Valuable Assets

• Post‑secondary education in Finance (or related studies)
• IFIC certification

Why Servus?

Working for Servus offers outstanding benefits. In addition to standard benefits like health and wellness, vacation, and retirement savings programs, we provide:

• 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

As a Servus employee, you’ll also be a member and enjoy profit sharing, voting rights on the board of directors, and all the financial services we provide—plus a few additional perks.

What Happens Next

We thank all applicants for their interest. Applications will only be accepted online, and only those 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!

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.

Qualified applicants are invited to apply online.