Financial Advisor - Member Contact Centre

Servus Credit Union•Edmonton, AB

40d

About The Position

Join Servus Credit Union - Canada’s Largest Credit Union! We are hiring for full-time Universal Financial Associates & Financial Advisors to join our Member Contact Centre! Employment Status: Full-time, successful candidates must be currently residing in Alberta. Additional Information: This full-time position has the expectation to work flexible shifts, as our contact centre is open 24 hours, Monday-Sunday, including rotational shifts of days, evenings, weekends, and holidays. The scheduled hours for this role will be between 6:00 AM to 10:00 PM. Posting closes: Until Filled At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters. We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money. We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you. Join Servus and discover a better way to work. Reporting to the Team Lead, your primary objective is to develop long term relationships with members, building trust, and delivering customized financial solutions that help them feel good about their money.

Requirements

To qualify, you will need at least 2 years of successful sales experience with measured targets, preferably in customer service or retail banking, and a high school diploma.
Candidates must be currently residing in Alberta.
The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

Nice To Haves

Call centre experience
Post-secondary education in Finance (or related studies)
We are highly motivated in hiring candidates with flexible schedules, as the position requires day, evening, and weekend shift commitments.

Responsibilities

Answering member inquires 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
Health and wellness, vacation and retirement savings programs

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