Financial Advisor - Member Contact Centre
Servus Credit Union•Edmonton, AB
•Remote
About The Position
Join Servus Credit Union, Canada's Largest Credit Union, as a full-time Universal Financial Associate & Financial Advisor in our Member Contact Centre. This role involves developing long-term relationships with members, building trust, and delivering customized financial solutions. We are looking for passionate, values-driven individuals who are eager to contribute in meaningful ways and grow their careers with an innovative, hardworking, and collaborative team deeply rooted in community.
Requirements
- At least 2 years of successful sales experience with measured targets, preferably in customer service or retail banking.
- A high school diploma.
- Flexible schedules, as the position requires day, evening, and weekend shift commitments.
Nice To Haves
- Call centre experience
- Post-secondary education in Finance (or related studies)
Responsibilities
- Answering member inquiries and provide exceptional member service via inbound calls, emails, chat, SMS, video calls.
- Demonstrating excellent sales techniques, strong negotiation skills, and the ability to close deals, along with a professional telephone manner and strong multi-tasking abilities.
- Providing consistently fantastic member experience by adhering to standards and guidelines.
- Consistently being proactive in identifying and pursuing sales opportunities to match every member with the right products and solutions that enhance their financial fitness.
- Assisting members regarding technical inquiries or requests related to their online and mobile banking needs (e.g., setting passwords, updating member database, security-related tasks, etc.).
- Participating in individual, Contact Centre, and corporate campaigns while adhering to call quality standards.
Benefits
- Competitive compensation including performance-based incentive pay and profit share
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
- Profit sharing
- Voting for the board of directors
- Financial services
- Health and wellness programs
- Vacation
- Retirement savings programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
