Financial Advisor

Summary

Join Servus Credit Union as a Financial Advisor in our Member Contact Centre, a full-time, permanent, fully remote position (Alberta residents only) requiring flexible shifts between 6:00 AM and 10:00 PM. You will provide exceptional member service and drive sales by answering inquiries, resolving issues, processing transactions, and offering financial advice via various channels (phone, email, chat, SMS, video calls). The role involves demonstrating strong sales and negotiation skills, adhering to standards, and proactively identifying sales opportunities. You will also assist members with technical inquiries related to online and mobile banking. A minimum of 2 years of successful sales experience with measured targets and a high school diploma are required. Servus offers outstanding benefits, including health and wellness, vacation, retirement savings programs, training and development, career advancement potential, flexible work options, competitive compensation with performance-based incentives, and employee volunteer opportunities.

Requirements

At least 2 years of successful sales experience with measured targets, preferably in customer service or retail banking, and a high school diploma

Responsibilities

• Answering member inquires and provide exceptional member service via inbound calls, emails, chat, SMS, video calls
• Demonstrating excellent sales techniques, strong negotiation skills, and the ability to close deals, along with a professional telephone manner and strong multi-tasking abilities
• Providing consistently fantastic member experience by adhering to standards and guild lines
• Consistently being proactive in identifying and pursuing sales opportunities to match every member with the right products and solutions that enhance their financial fitness
• Assisting members regarding technical inquiries or requests related to their online and mobile banking needs (e.g., setting passwords, updating member database, security-related tasks, etc.)
• Participating in individual, Contact Centre, and corporate campaigns while adhering to call quality standards

Preferred Qualifications

• Call centre experience
• Post-secondary education in Finance (or related studies)

Benefits

• Health and wellness
• Vacation
• 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
• Profit sharing
• Voting for the board of directors