On-site Financial Advisor Role
Servus Credit Union • edmonton, Canada
Role Description
Join Servus Credit Union as a Financial Advisor, focusing on member service and financial solutions in Edmonton, AB. This is a full-time, on-site position with a community-focused mission.
At Servus Credit Union, you will develop long-lasting member relationships, fostering trust and delivering financial products that enhance their financial fitness. Reporting to the Assistant Branch Manager, you'll be integral to business development and member engagement, exceeding sales goals while actively contributing to a positive community image.
Key Responsibilities:
• Match members with suitable financial products
• Achieve and surpass sales performance goals
• Participate in local marketing initiatives
• Engage members to understand their financial needs
• Maintain knowledge of services and competitive landscape
Requirements:
• 2+ years in retail banking or related financial experience
• High school diploma required; Finance education is a plus
• Investment Fu...
At Servus Credit Union, you will develop long-lasting member relationships, fostering trust and delivering financial products that enhance their financial fitness. Reporting to the Assistant Branch Manager, you'll be integral to business development and member engagement, exceeding sales goals while actively contributing to a positive community image.
Key Responsibilities:
• Match members with suitable financial products
• Achieve and surpass sales performance goals
• Participate in local marketing initiatives
• Engage members to understand their financial needs
• Maintain knowledge of services and competitive landscape
Requirements:
• 2+ years in retail banking or related financial experience
• High school diploma required; Finance education is a plus
• Investment Fu...