Servus Credit Union is hiring a
Financial Advisor Associate, Canada

Summary

The job is for a District Support Mobile Financial Advisor Associate at Servus Credit Union, requiring at least 1 year of retail banking or sales experience and a high school diploma. The role involves supporting members with their banking needs, handling administrative tasks, and traveling to various locations in the Central Alberta District.

Requirements

• Hold a valid driver's license
• Own a reliable vehicle
• Be comfortable traveling to all locations in the Central Alberta District as needed

Responsibilities

• Support our members with their banking needs
• Prepare documents for member meetings
• Provide regular proactive contact and follow-up with members
• Handle discussions with walk-in members
• Process daily banking transactions
• Recommend products and services to ensure our members feel good about their money
• Demonstrate the ability to quickly adapt to different locations, team dynamics, and membership base

Preferred Qualifications

Post-secondary education in Finance (or related studies)