Elevate your career as a Financial Advisor at Servus Credit Union in Three Hills. This full-time, in-person position is dedicated to delivering tailored financial advice and fostering member trust.
In this vital role, you will report to the Assistant Branch Manager and focus on educating members about financial solutions that meet their unique needs. You will actively cross-sell products, conduct loan audits, and review accounts to ensure compliance. Championing member engagement and satisfaction is at the heart of your responsibilities, supporting the credit union’s initiatives.
Key Responsibilities:
• Assist members with service delivery and digital options
• Consult on business lending and investment advice
• Monitor report variances for new accounts
• Execute routine loan audits and corrective actions
• Engage in proactive member outreach strategies
Requirements:
• 3-4 years’ customer service experience
• 2-3 years’ in retail lending and investment
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