Financial Advisor Associate
Servus Credit Union, Canada
Job Description
Posting Closes On: April 14, 2023 end of day
Compensation: $48,403 - $60,504
Additional Information: Full-time
Did you know that Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022? We're excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry!
Join Our Team!
Servus is growing! We are currently looking for a Financial Advisor Associate at our Blackfalds branch.
Reporting to the Branch Manager, your primary goal is to support our branch activities by supporting our Financial Advisors and assisting members on the front line. You are our members first point of contact and assist our Financial Advisors by preparing and completing documents, opening accounts, and helping members with basic questions or transactions.
More specifically, the scope of your responsibilities will include, but are not limited to:
- Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
- Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
- Opening and reviewing new accounts, following up with members as per member service guidelines.
- Preparing and entering loan application information.
- Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
- Performing the duties of a Member Service Representative as required.
Requirements
To qualify, you will need at least 1 year of customer service excellence in addition to your high school diploma.
Although not required, the following education/certificates are valuable assets:
- Post-secondary education in Finance (or related studies)
Moreover, Servus encourages candidates with a strong desire to learn and improve their financial intelligence! We provide extensive training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role.
Most importantly, we are looking for candidates with enthusiastic energy and impeccable communication skills, who are effortless in building rapport with our customers. If you are a positive, organized, and detail-oriented person looking for a long-term career growth, then we encourage you to apply!
Benefits
Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of our benefits include:
- Immediate financial service benefits
- Group RSP programs available after 3 months
- 3-week vacation and vacation purchase program
- Flexible group benefit plan
- Flexible health and/or wellness spending account
- Employee/family assistance program
- Profit Share
Servus is building a culture where diversity, equity, inclusion, and belonging are at the center of why we work and how we work. If you want to join a team of community leaders passionate in making an impact, apply now!
What happens next?
Thank you for applying with Servus Credit Union! If you are shortlisted for this opportunity, you will hear from us after the posting closes regarding next steps. Should you require an accommodation during the application and selection process, please contact us at with the position and location you are interested in.