Universal Financial Associate Full-Time

Elevate your career with Servus Credit Union as a full-time Universal Financial Associate in the Hanna branch. Support members' banking needs while processing transactions and recommending services daily.
As a Universal Financial Associate, you will collaborate with the Branch Manager to assist members with their financial needs. Your responsibilities include gathering essential information for discussions, ensuring account accuracy, and enhancing member relations. Your proactive approach will drive new memberships and strengthen existing financial connections.
Key Responsibilities:
• Gather information for Financial Advisors’ member meetings
• Review accounts for accuracy and compliance
• Open and follow up on new accounts
• Process loan applications and member transactions
• Recommend products to improve members' financial situations
Requirements:
• Minimum 1 year of retail banking or sales experience
• High school diploma required; finance studies prefe...

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

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