Job Description
Step into a full-time role as a Universal Financial Associate at Servus Credit Union in Olds. Provide essential support to members through banking transactions and personalized financial discussions.
Reporting directly to the Branch Manager, you will support the Olds Branch’s operations. Your responsibilities will involve enhancing member relations, assisting Financial Advisors, and managing banking transactions daily. This position is crucial for encouraging financial wellness and developing long-lasting relationships with members.
Key Responsibilities:
• Prepare and organize documents for member Financial Advisors
• Document member information for in-depth financial conversations
• Assess personal accounts for accuracy and suggest improvements
• Manage the opening and servicing of new accounts
• Execute member transactions including loans and deposits
Requirements:
• High school diploma with at least 1 year in retail banking
• Relevant education or IFIC ...
Reporting directly to the Branch Manager, you will support the Olds Branch’s operations. Your responsibilities will involve enhancing member relations, assisting Financial Advisors, and managing banking transactions daily. This position is crucial for encouraging financial wellness and developing long-lasting relationships with members.
Key Responsibilities:
• Prepare and organize documents for member Financial Advisors
• Document member information for in-depth financial conversations
• Assess personal accounts for accuracy and suggest improvements
• Manage the opening and servicing of new accounts
• Execute member transactions including loans and deposits
Requirements:
• High school diploma with at least 1 year in retail banking
• Relevant education or IFIC ...
Ready to Apply?
Take the next step in your AI career. Submit your application to Servus Credit Union today.
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