Servus Credit Union: Financial Associate Role

Become a Universal Financial Associate at Servus Credit Union in Whitecourt and excel in providing comprehensive banking support to members. Your role will focus on financial guidance and transaction management.
This important position reports directly to the Branch Manager and requires a proactive approach in assisting with member needs. Expect to prepare documentation, facilitate transactions, and nurture existing customer relationships. Your efforts will help improve members’ financial conditions and expand the branch’s service reach.
Key Responsibilities:
• Collect pertinent data for Financial Advisors
• Audit accounts for accuracy and opportunities to assist
• Facilitate the opening of new member accounts
• Manage loan application preparations thoroughly
• Promote new memberships and enhance member satisfaction
Requirements:
• One year experience in retail banking or sales necessary
• High school diploma required
• Post-secondary education in finan...