Description
Become a pivotal part of Servus Credit Union as a Financial Advisor at the Innisfail Branch. This full-time role focuses on building trust-based relationships while providing personalized financial solutions.
As a Financial Advisor, you'll report directly to the Branch Manager and engage with members to offer comprehensive wealth and debt management education. Your responsibilities will also include proactively cross-selling products and contributing to branch growth. You’ll foster an environment of excellence and support, enhancing the credit union’s reputation.
Key Responsibilities:
• Educate members on service delivery channels
• Provide lending and investment advice
• Review new account reports for variances
• Conduct loan audits for compliance
• Actively pursue cross-selling initiatives
Requirements:
• 3-4 years in customer service
• 2-3 years in retail lending and investments
• Proven sales tar...
As a Financial Advisor, you'll report directly to the Branch Manager and engage with members to offer comprehensive wealth and debt management education. Your responsibilities will also include proactively cross-selling products and contributing to branch growth. You’ll foster an environment of excellence and support, enhancing the credit union’s reputation.
Key Responsibilities:
• Educate members on service delivery channels
• Provide lending and investment advice
• Review new account reports for variances
• Conduct loan audits for compliance
• Actively pursue cross-selling initiatives
Requirements:
• 3-4 years in customer service
• 2-3 years in retail lending and investments
• Proven sales tar...
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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