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Financial Advisor Associate - Barrhead
Company | Servus Credit Union |
Address | Barrhead, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Technology, Information and Internet |
Expires | 2023-08-07 |
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're embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, we need the best people doing their best work. Gone are the days of status quo as we build out a gutsy and driven workforce who can take Servus to the next level - if this sounds like you, then we'd love to chat!
- Status: Full-time (37.5 hours a week); entitled to excellent company benefits
- Compensation: $48,403 - $60,504 per annum
- Closing Date: As soon as a suitable candidate is found.
- With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
- Opening and reviewing new accounts, following up with members as per member service guidelines.
- Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
- Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
- Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
- Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
- Preparing and entering loan application information.
- Post-secondary education in Finance (or related studies)
- Employee/family assistance program
- Immediate financial service benefits
- Group RSP program available after 3 months
- Flexible health and/or wellness spending account
- 3 weeks' vacation and vacation purchase program
- Flexible group benefit plan
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