Financial Advisor Associate

at  Servus Credit Union

Posting Closes: April 30, 2024
Employment Status: Part time (minimum 20 hours per week)
Compensation: $49,613-$62,016 per annum
We are looking for a part time Financial Advisor Associate at our Andrew, AB Branch
Servus Credit Union is Alberta’s largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada’s Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World’s Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.
Our Financial Advisor Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Financial Advisor Associate, you’ll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You’ll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.

More specifically, the scope of your responsibilities will include, but are not limited to:

• Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
• Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness
• Opening and reviewing new accounts, following up with members as per member service guidelines
• Preparing and entering loan application information
• Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
• 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
• 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

This position is intended to be an opportunity to grow and prepare for the Financial Advisor position. Within 18-24 months of commencing the FAA role, it is our expectation that you will be applying for Financial Advisor positions as they become available.

REQUIREMENTS

To qualify, you will need at least 1 year of retail banking or sales experience in addition to your high school diploma.

Although not required, the following education/certificates are valuable assets:

• Post-secondary education in Finance (or related studies)

Most importantly, we’re looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We’re not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.

• Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
• Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness
• Opening and reviewing new accounts, following up with members as per member service guidelines
• Preparing and entering loan application information
• Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
• 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
• 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 cashin