Drive financial well-being for members at Servus Credit Union's Seton Branch as a Financial Advisor. Engage, educate, and empower your community through customized financial solutions.
As a Financial Advisor, you will embody Servus's mission of placing people before profits. This position requires a deep understanding of financial products and excellent communication skills to identify opportunities that enhance member relationships. You'll work collaboratively to achieve business goals and ensure a high standard of service within the community.
Key Responsibilities:
• Develop financial solutions tailored to member needs
• Meet and exceed sales and referral goals consistently
• Engage in conversations to determine member needs
• Build knowledge of local market and financial offerings
• Adhere to compliance and service excellence standards
Requirements:
• Minimum 2 years’ experience in banking or finance
• High school diploma; finance education preferred