Universal Financial Associate - Olds

We are looking for a full‑time Universal Financial Associate to support our members at the Olds Branch. The role reports to the Branch Manager and involves daily banking transactions, member relations, and support of branch activities.

Responsibilities

Prepare documents for member meetings and support Financial Advisors.

Gather and document member information to enable robust financial conversations.

Review personal accounts for completeness, accuracy, and compliance, providing recommendations to improve financial fitness.

Open and review new accounts, following up with members per service guidelines.

Enter loan application information and process member transactions (deposits, withdrawals, loan payments, utilities, money orders, credit card advances, foreign and domestic exchange, cheque cashing).

Support branch initiatives to grow new memberships and strengthen relationships with existing members.

Differentiate between credit union and competitor products and present solutions that improve members’ financial situations.

Qualifications

High school diploma and at least 1 year of retail banking or sales experience.

Post‑secondary education in finance or related studies, and/or IFIC certification are valuable assets.

Benefits

Competitive compensation with performance‑based incentive pay and profit sharing.

Health and wellness benefits.

Vacation and retirement savings programs.

Training and development opportunities.

Career advancement potential.

Flexible work options.

Employee volunteer program.

Employment Eligibility The selected candidate must pass criminal background, reference, and credit checks.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. Accommodations are available during every stage of the hiring process upon request.

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