Full-Time Financial Advisor Role
Servus Credit Union • three hills, Canada
Role Description
Become a Financial Advisor with Servus Credit Union in Three Hills, where you'll provide tailored financial solutions in a full-time, in-person position focused on member success.
This role, reporting to the Assistant Branch Manager, aims to foster long-term relationships with members through education on wealth and debt management. You will actively participate in campaigns that enhance the credit union’s growth while ensuring compliance and risk management standards are met. Your efforts will help solidify our reputation as a responsible corporate citizen in the community.
Key Responsibilities:
• Assist members with digital service delivery options
• Refer to internal partners for wealth management
• Conduct regular audits of loan documentation
• Ensure all activities meet compliance requirements
• Facilitate member retention and growth strategies
Requirements:
• 3-4 years in customer service roles
• 2-3...
This role, reporting to the Assistant Branch Manager, aims to foster long-term relationships with members through education on wealth and debt management. You will actively participate in campaigns that enhance the credit union’s growth while ensuring compliance and risk management standards are met. Your efforts will help solidify our reputation as a responsible corporate citizen in the community.
Key Responsibilities:
• Assist members with digital service delivery options
• Refer to internal partners for wealth management
• Conduct regular audits of loan documentation
• Ensure all activities meet compliance requirements
• Facilitate member retention and growth strategies
Requirements:
• 3-4 years in customer service roles
• 2-3...