Job Description
Drive financial success for members as a Senior Financial Advisor with Servus Credit Union in Edmonton, AB. This full-time position emphasizes long-term relationship building and financial customization.
As a Senior Financial Advisor at Servus Credit Union, you will prioritize member engagement, guiding them toward optimal financial health through personalized solutions. You will report directly to the Assistant Branch Manager and play a vital role in exceeding sales targets while contributing to community initiatives and positive organizational culture.
Key Responsibilities: • Identify and present financial solutions to members • Exceed sales and referral objectives • Support corporate marketing plans and business development • Engage proactively with members for better service • Keep informed of market trends and services
Requirements: • At least 2 years of experience in retail banking or finance • High school diploma necessary; relevant post-secondary educ...
As a Senior Financial Advisor at Servus Credit Union, you will prioritize member engagement, guiding them toward optimal financial health through personalized solutions. You will report directly to the Assistant Branch Manager and play a vital role in exceeding sales targets while contributing to community initiatives and positive organizational culture.
Key Responsibilities: • Identify and present financial solutions to members • Exceed sales and referral objectives • Support corporate marketing plans and business development • Engage proactively with members for better service • Keep informed of market trends and services
Requirements: • At least 2 years of experience in retail banking or finance • High school diploma necessary; relevant post-secondary educ...
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