Servus Credit Union Financial Advisor (Alberta)

Elevate your career as a Financial Advisor at Servus Credit Union's Blackfalds Branch. This full time, in-person role emphasizes relationship building and tailored financial advice for our valued members. Reporting to the Branch Manager, you will use your 3-4 years of customer service experience to educate and assist members with their financial goals. With a focus on small business lending and mutual funds, your role will involve proactive outreach, ensuring compliance, and participating in growth initiatives. Your expertise will make a significant impact on both member satisfaction and branch profitability. Key Responsibilities: • Assist members across all service delivery channels • Advise on small business transactions and mutual funds • Audit loans and ensure compliance with standards • Conduct outbound calls for member retention • Collaborate with internal and external partners for development Requirements: • 3-4 years' experience in customer service • 2-3 years’ experience in lending and investments • Proven sales performance record • Technology-savvy with banking tools • Preferred education in Finance or related fields Your skills can transform financial futures at Servus in Blackfalds. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pelvf