Position Overview
Become a pivotal part of Servus Credit Union as a Financial Advisor at the Innisfail Branch. This full-time role focuses on building trust-based relationships while providing personalized financial solutions.
As a Financial Advisor, you'll report directly to the Branch Manager and engage with members to offer comprehensive wealth and debt management education. Your responsibilities will also include proactively cross-selling products and contributing to branch growth. Youβll foster an environment of excellence and support, enhancing the credit unionβs reputation.
Key Responsibilities:
β’ Educate members on service delivery channels
β’ Provide lending and investment advice
β’ Review new account reports for variances
β’ Conduct loan audits for compliance
β’ Actively pursue cross-selling initiatives
Requirements:
β’ 3-4 years in customer service
β’ 2-3 years in retail lending and investments
β’ Proven sales tar...