Financial Associate at Servus Credit Union

Join Servus Credit Union as a Financial Associate in Hanna, where you will enhance member satisfaction through banking support and transaction processing. Engage with members proactively and provide tailored financial solutions.
This full-time role focuses on assisting members with their banking concerns while working closely with the Branch Manager. You will prepare documents for member meetings, process transactions, and ensure accounts are compliant and accurate. Elevate member relationships and promote financial wellness through service excellence.
Key Responsibilities:
• Document information for Financial Advisor meetings
• Ensure accounts are complete and compliant
• Open new accounts and manage follow-ups
• Assist in loan application processes
• Promote services to enhance member financial health
Requirements:
• At least 1 year in retail banking or sales
• High school diploma essential; finance education a plus
• IFIC certification is an asset

Ready to Apply?

Submit your application today and join our talented team at Servus Credit Union.

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