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Company | Servus Credit Union |
Address | Crowsnest Pass, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Technology, Information and Internet |
Expires | 2023-07-14 |
Posted at | 10 months ago |
Did you know that Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022? We are excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry! Through our operations, we strive to make a positive impact on our economy, the environment, and society. We know that our employees are our most valuable assets so we offer ongoing growth and career advancement and we reward employees for their hard work and achievements.
- Adhering to policies, procedures, and loss prevention guidelines to mitigate risk of loss
- Being proactive in pursuing new business opportunities
- Monitoring and ensuring financial targets are being met or exceeded for the branch
- Providing support, guidance, and training to all employees as necessary to ensure performance improvement and cohesive teamwork
- Preparing accurate and complete documentation, processing account changes, and handling member inquiries in a timely and efficient manner
- Promoting referrals to our Wealth Management, Business Banking, and 3rd party providers
- Motivating and coaching employees to find opportunities to shape members financial fitness
- Mutual Funds license
- Minimum of 5 years' experience in progressively senior lending or equivalent combination of education and experience
- Working knowledge of Credit Union products, policies, procedures, and operations.
- Certificate in Financial Services Advice which includes:
- Personal Financial Service Advice (PFSA)
- Investment Funds in Canada Course & License (IFIC)
- Financial Planning I (FP1)
- Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees
- A total rewards strategy that includes recognition for a job well done
- A supportive and engaging working environment
- Learning options that support lifelong learning and career-building opportunities
- Opportunities and support for volunteering in local communities and abroad
- Benefits that lead the field
- Vacation purchase program
- Disability programs
- Wellness initiatives
- Financial product benefits available immediately
- Recognition for years of service
- Flexible spending account to purchase additional health or personal wellness items
- Other leaves including parental, emergency days, and critical care days
- Reward programs
- Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
- Employee financial services team available to help you reach your financial goals
- Group RRSP and Coop Superannuation Pension Plan matched programs
- Employee and family assistance plan
- Incentive pay program
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