Financial Advisor for Member Success (Alberta)

Join Servus Credit Union as a Financial Advisor in Blackfalds, engaging in impactful, full-time, in-person work. Help members achieve their financial goals through informed financial solutions. This role involves building sustainable relationships while educating members on various services. You will collaborate with teams for meaningful initiatives that enhance member satisfaction and credit union growth. Strive to promote a knowledgeable and welcoming atmosphere for all clients. Key Responsibilities: • Provide education on financial products and services • Review reports on recent accounts and lending transactions • Conduct proactive outreach for member retention • Apply risk management and compliance policies • Collaborate with internal and external partners for growth Requirements: • 3–4 years’ client-focused service experience • 2–3 years in retail credit and investments • Demonstrated sales success in past positions • Proficient in mobile and banking tech • Complex lending knowledge base Make a difference in community financial health with Servus Credit Union. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ph6rj