Elevate your career as a Financial Advisor at Servus Credit Union's Coventry Hills Branch. Focus on building relationships while providing tailored financial solutions to support our members' goals.
Servus Credit Union is seeking a Financial Advisor/Senior Financial Advisor dedicated to innovative, people-first service. This role emphasizes identifying member needs, exceeding sales targets, and promoting an outstanding member experience. A passion for finance and community engagement is essential as you adhere to policies and help shape financial fitness for Albertans.
Key Responsibilities:
• Identify member opportunities for financial products
• Meet and exceed sales and referral targets
• Engage with members to assess their needs
• Promote Wealth Management and Business Banking referrals
• Contribute to a collaborative team culture
Requirements:
• Minimum 2 years in retail banking or finance
• High school diploma required; post-secondary preferred
• I...