Universal Financial Associate Mortgage Support
Connect First Credit Union • olds, Canada
Role Description
Join Servus Credit Union as a Universal Financial Associate at the Olds Branch. Support members with their banking needs, from processing transactions to recommending financial solutions.
This role involves reporting to the Branch Manager and assisting members with daily banking. Responsibilities include preparing documentation for meetings, gathering information for Financial Advisors, and fostering member relationships. Your efforts will contribute to enhancing members’ financial well-being through comprehensive account reviews and service recommendations.
Key Responsibilities:
• Prepare documents for member meetings and follow-ups
• Review personal accounts for accuracy and completeness
• Open and manage new member accounts appropriately
• Enter loan application data and process transactions
• Support branch in growing memberships and member relationships
Requirements:
• Minimum 1 year of retail banking or sa...
This role involves reporting to the Branch Manager and assisting members with daily banking. Responsibilities include preparing documentation for meetings, gathering information for Financial Advisors, and fostering member relationships. Your efforts will contribute to enhancing members’ financial well-being through comprehensive account reviews and service recommendations.
Key Responsibilities:
• Prepare documents for member meetings and follow-ups
• Review personal accounts for accuracy and completeness
• Open and manage new member accounts appropriately
• Enter loan application data and process transactions
• Support branch in growing memberships and member relationships
Requirements:
• Minimum 1 year of retail banking or sa...