Opportunity Description
Elevate your career with Servus Credit Union as a full-time Universal Financial Associate in Sherwood Park Baseline Branch. Support members' banking needs while processing transactions and promoting financial products.
In this key role, you’ll work under the Branch Manager to enhance member interactions. Proactively gather information for Financial Advisors and ensure member accounts are compliant and accurate. You’ll open new accounts, manage loan applications, and recommend products to foster financial fitness. Your contribution will help strengthen the branch’s member relationships and grow new memberships.
Key Responsibilities:
• Document information for Financial Advisor discussions
• Review member accounts for accuracy and compliance
• Open and follow up on new accounts consistently
• Prepare loan application information accurately
• Process various member transactions with skill
Requirements:
• Minimum 1 year of retail banking or sales experience
• ...
In this key role, you’ll work under the Branch Manager to enhance member interactions. Proactively gather information for Financial Advisors and ensure member accounts are compliant and accurate. You’ll open new accounts, manage loan applications, and recommend products to foster financial fitness. Your contribution will help strengthen the branch’s member relationships and grow new memberships.
Key Responsibilities:
• Document information for Financial Advisor discussions
• Review member accounts for accuracy and compliance
• Open and follow up on new accounts consistently
• Prepare loan application information accurately
• Process various member transactions with skill
Requirements:
• Minimum 1 year of retail banking or sales experience
• ...
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