Financial Advisor at Servus Credit Union

Elevate your career as a Financial Advisor at Servus Credit Union's Crowfoot Branch. Focus on delivering tailored financial solutions and building long-term relationships with members while achieving sales goals.
This full-time, on-site role is ideal for candidates with at least two years of retail banking or sales experience. You will engage with members, assess their needs, and suggest the right products to enhance their financial stability. The position emphasizes outstanding communication and collaboration within Servus's positive culture.
Key Responsibilities:
• Identify opportunities for tailored financial products
• Meet and exceed sales targets and referral goals
• Assist in business development through marketing campaigns
• Maintain knowledge of investment and banking services
• Provide exceptional member experiences and service
Requirements:
• Minimum 2 years experience in retail banking or sales
• High school diploma required, preference for pos...