Overview

Join Servus Credit Union - Canada’s Largest Credit Union!

We are looking for a full-time Universal Financial Associate in our Sherwood Park Baseline Branch. Reporting to the Branch Manager, the Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. You’ll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You’ll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.

Responsibilities

• Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
• Review personal accounts for completeness, accuracy, and ensure they are fully compliant. Look...