Financial Advisor Role at Servus Credit Union

Join Servus Credit Union as a Financial Advisor and empower members with tailored financial solutions. Exciting opportunity to grow relationships and drive community impact from the Seton Branch.

This Financial Advisor role positions you as a key member of the Servus Credit Union team. With at least two years of banking experience, you will identify member needs and deliver customized financial advice. Your focus will be on sales targets, referrals, and fostering a positive community image through collaboration.

Key Responsibilities:
• Identify product opportunities for financial improvement
• Surpass sales and member referral goals
• Discuss financial needs through meaningful member conversations
• Collaborate for Wealth Management and Business Banking referrals
• Follow regulatory policies to minimize risks

Requirements:
• At least 2 years in retail banking or financial roles
• High school diploma is ess...