Universal Financial Associate at Servus

Enhance your career as a Universal Financial Associate with Servus Credit Union in Edmonton. This full-time position supports members with their banking transactions and financial options.
The Capilano Branch of Servus Credit Union is looking for a dedicated Universal Financial Associate. Reporting to the Branch Manager, this role is crucial in ensuring members' banking needs are met effectively. You will engage with members through regular follow-up, prepare essential documents for financial discussions, and perform a variety of administrative functions. Additionally, you’ll be responsible for executing daily banking transactions and offering tailored financial solutions to members.
Key Responsibilities:
• Proactively document information for Financial Advisor sessions
• Assess accounts for compliance and financial fitness
• Establish new member accounts with follow-up outreach
• Collect and process loan applications efficiently
• Conduct transactions including de...