Description
Become a Financial Advisor at Servus Credit Union, servicing Stony Plain, Wabamun, and Spruce Grove. This role focuses on building client relationships and delivering tailored financial solutions.
In this position, you will report to the Assistant Branch Manager, focusing on member engagement and financial fitness. You'll be tasked with identifying product opportunities, meeting sales targets, and assisting in marketing campaigns. Strong communication skills are essential for understanding client needs and enhancing the member experience.
Key Responsibilities:
• Identify suitable products that enhance members' financial well-being
• Exceed sales and referral goals consistently
• Participate in marketing campaigns for business development
• Build knowledge of investment and retail banking products
• Maintain compliance with company policies and regulations
Requirements:
• Minimum 2 years in retail banking or finance
• High school diploma required; post-seco...
In this position, you will report to the Assistant Branch Manager, focusing on member engagement and financial fitness. You'll be tasked with identifying product opportunities, meeting sales targets, and assisting in marketing campaigns. Strong communication skills are essential for understanding client needs and enhancing the member experience.
Key Responsibilities:
• Identify suitable products that enhance members' financial well-being
• Exceed sales and referral goals consistently
• Participate in marketing campaigns for business development
• Build knowledge of investment and retail banking products
• Maintain compliance with company policies and regulations
Requirements:
• Minimum 2 years in retail banking or finance
• High school diploma required; post-seco...
Ready to Seal the Deal?
Submit your application today and take the next step in your career with Servus Credit Union.
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