Universal Financial Associate at Servus, Olds

Become a full-time Universal Financial Associate at Servus Credit Union in Olds. Drive member support and facilitate daily banking transactions that foster strong financial relationships.

In this essential role, you will report to the Branch Manager, playing a key part in the Olds Branch operations. Use your retail banking experience to engage with members, support Financial Advisors, and manage day-to-day banking transactions. This position emphasizes member relations and encourages comprehensive financial discussions to enhance member satisfaction.

Key Responsibilities:• Prepare documents for member meetings and support Financial Advisors • Gather and document member information for financial assessments • Review accounts for accuracy, compliance, and improvement suggestions • Open new accounts and provide follow-up support • Process various member transactions including deposits and loans

Requirements:• High school diploma and 1+ year of retail banking experience • Relevant post-secondary education or IFIC certification preferred • Strong interpersonal skills for member engagement • Ability to recommend finance solutions • Must pass background, reference, and credit checks

Elevate your impact within the financial sector while supporting community members at Servus Credit Union. #J-18808-Ljbffr