Barrhead Universal Financial Associate Role

Join Servus Credit Union in Barrhead as a full-time Universal Financial Associate. This role combines your financial knowledge with excellent service to promote member satisfaction.
This position involves collaborating with branch members and the Financial Advisor to gather and document key financial information. You'll be responsible for reviewing accounts for accuracy, processing loan applications, and ensuring compliance. Your contributions will help branch activities grow membership and enhance financial literacy.
Key Responsibilities:
• Collect information for financial discussions
• Review accounts for completeness and compliance
• Open new accounts as per member service guidelines
• Enter loan application data accurately
• Process various member transactions with great accuracy
Requirements:
• Minimum of 1-year retail banking or sales experience
• High school diploma necessary
• Post-secondary Finance education is beneficial
• IFIC certificati...