Universal Financial Associate In Three Hills Stettler

Join Servus Credit Union as a full time Universal Financial Associate, supporting members with their banking needs in the Three Hills branch. Engage with clients and drive membership growth every day. As a Universal Financial Associate at Servus Credit Union, you’ll play a crucial role in member support and banking transactions. Your responsibilities include proactively preparing documents for member meetings, reviewing personal accounts for accuracy, and processing various transactions. We seek individuals with passion and values aligned with our community-focused mission to enhance member satisfaction. Key Responsibilities: • Gather and document information for Financial Advisors • Review accounts for compliance and financial fitness • Open and follow up on recent accounts as per guidelines • Process member transactions accurately and efficiently • Support activities to grow memberships and relationships Requirements: • Minimum 1 year in retail banking or sales • High school diploma is necessary • Post-secondary education in Finance is beneficial • IFIC certification is a valued asset • Must pass background and credit checks Excel in member banking, transaction processing, and financial advice as part of Servus Credit Union’s dedicated team. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p8kww