Shape your career as a Financial Advisor with Servus Credit Union in Spruce Grove. Build trust and offer personalized financial services to improve member financial wellness.
As a Financial Advisor, your key responsibility is developing long-term relationships with members. Leverage your experience in retail banking to identify appropriate financial products that meet member needs. Exceed sales targets by understanding investment services and providing exceptional member experiences through effective communication.
Key Responsibilities:
• Match members with financial products for their specific needs
• Achieve and surpass sales and referral objectives
• Participate in local marketing campaigns
• Develop expertise in current banking products and services
• Uphold compliance with Servus policies and procedures
Requirements:
• At least 2 years of experience in retail banking or related fields
• High school diploma; further qualifications welcome
• Proven c...