Inglecroft Branch Financial Advisor Role
Connect First Credit Union • edmonton, Canada
Role Description
Join Servus Credit Union as a dedicated Financial Advisor in the Inglecroft branch. Help members achieve their financial fitness through personalized solutions and exceptional service.
At Servus, you’ll play a key role in building strong relationships with members by utilizing at least two years of financial industry experience. This position not only focuses on meeting sales goals but also emphasizes creating positive impacts through community involvement and cooperative values. Your engagement and expertise will enhance member experience and solidify trust.
Key Responsibilities:
• Match members with suitable financial solutions
• Assist in achieving corporate marketing goals
• Strengthen member relationships through effective communication
• Build knowledge of financial products and services
• Maintain compliance with regulatory requirements
Requirements:
• 2+ years of experience in retail banking or finance
• High school diploma necessary; further educa...
At Servus, you’ll play a key role in building strong relationships with members by utilizing at least two years of financial industry experience. This position not only focuses on meeting sales goals but also emphasizes creating positive impacts through community involvement and cooperative values. Your engagement and expertise will enhance member experience and solidify trust.
Key Responsibilities:
• Match members with suitable financial solutions
• Assist in achieving corporate marketing goals
• Strengthen member relationships through effective communication
• Build knowledge of financial products and services
• Maintain compliance with regulatory requirements
Requirements:
• 2+ years of experience in retail banking or finance
• High school diploma necessary; further educa...