Financial Advisor Associate

Summary

The job is for a full-time Financial Advisor Associate at Servus Credit Union's 18 Street Crossing branch, reporting to the Branch Manager. The role involves supporting members with banking needs, preparing documents, handling discussions with walk-in members, and processing daily transactions. The candidate should have at least 1 year of retail banking or sales experience and a high school diploma.

Requirements

• At least 1 year of retail banking or sales experience
• High school diploma

Responsibilities

• Prepare documents for member meetings
• Provide regular proactive contact and follow-up with members
• Handle discussions with walk-in members
• Perform a variety of administrative and branch support activities
• Process daily banking transactions and recommend products and services

Preferred Qualifications

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

Benefits

• Health and wellness benefits
• Vacation benefits
• Retirement savings programs
• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive Compensation including performance-based incentive pay
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program