Job Description
Drive member success at Servus Credit Union as a Financial Advisor in Stony Plain and Wabamun. You'll match financial products to member needs while achieving sales targets.
In this role, you'll utilize your financial industry background to support members in their financial fitness. Your experience, especially in retail banking or customer service, positions you to make meaningful contributions. Ideal candidates will have strong sales skills and a desire to develop in a cooperative environment.
Key Responsibilities:
• Identify member opportunities with financial solutions
• Meet and exceed sales targets and referral goals
• Assist with corporate and branch marketing plans
• Engage members in productive financial conversations
• Develop a comprehensive knowledge of financial products
Requirements:
• Minimum 2 years in retail banking or finance
• High school diploma required
• Post-secondary education in Finance preferred
• Investment Funds in Canada ...
In this role, you'll utilize your financial industry background to support members in their financial fitness. Your experience, especially in retail banking or customer service, positions you to make meaningful contributions. Ideal candidates will have strong sales skills and a desire to develop in a cooperative environment.
Key Responsibilities:
• Identify member opportunities with financial solutions
• Meet and exceed sales targets and referral goals
• Assist with corporate and branch marketing plans
• Engage members in productive financial conversations
• Develop a comprehensive knowledge of financial products
Requirements:
• Minimum 2 years in retail banking or finance
• High school diploma required
• Post-secondary education in Finance preferred
• Investment Funds in Canada ...
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