Mobile Financial Advisor Associate
Servus Credit Union
- Red Deer, AB
- $49,613-62,016 per year
- Permanent
- Full-time
- Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
- Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness
- Opening and reviewing new accounts, following up with members as per member service guidelines
- Preparing and entering loan application information
- Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
- Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
- With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
- Demonstrate the ability to quickly adapt to different locations, team dynamics, and membership base.
- Post-secondary education in Finance (or related studies)
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performance-based incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program