Universal Financial Associate - Coventry Hills

Servus Credit Union•Calgary, AB

8d•Onsite

About The Position

Servus Credit Union is seeking a full-time Universal Financial Associate for their Coventry Hills Branch. This role is integral to the branch, supporting members with all their banking needs. Responsibilities include preparing documents for member meetings, proactive member contact and follow-up, handling walk-in member discussions, and administrative/branch support. The role also involves processing daily banking transactions and recommending products and services to enhance member financial well-being.

Requirements

At least 1 year of retail banking or sales experience
High school diploma

Nice To Haves

Post-secondary education in Finance (or related studies)
IFIC certification
DNA banking experience

Responsibilities

Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
Opening and reviewing new accounts, following up with members as per member service guidelines.
Preparing and entering loan application information.
Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing

Benefits

Health and wellness benefits
Vacation
Retirement savings programs
Competitive compensation
Performance-based incentive pay
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
All the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!