EMPLOYMENT STATUS: PERMANENT, PART-TIME (20 HOURS PER WEEK GUARANTEE)

Additional Information: This branch is open Monday - Saturday
Servus is growing! We are currently looking for a full-time temporary Member Experience Advisor at our Baseline 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, as well as being a 2024 Forbes Best Employer Company, we are a team of smart, gutsy, and driven individuals.
Reporting to the Assistant Manager Member Service, you play a vital role as the face of our Credit Union. As a first point of contact in the branch, you will provide a personalized and friendly experience for each member responding to their inquiries, identifying financial needs, and providing recommendations for Servus products.

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

• Providing competent and courteous service to members, exceeding their expectations, and making them feel at home
• 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
• Understanding member needs and identifying opportunities to promote Credit Union products and services – referring them to appropriate team members and external partners as required
• Achieving or exceeding assigned sales and referral goals
• Resolving routine member concerns and complaints in accordance with our service standards and escalate issues where appropriate
• Learning and applying knowledge of policies, procedures, and loss prevention guidelines while performing member transactions to mitigate risk of loss to Servus Credit Union
• Contributing positively to branch morale and a cohesive work environment

REQUIREMENTS

To qualify, you must have customer service experience, proven sales experience, cash-handling experience, and a high school diploma.

Although not required, the following are valuable assets:

• Previous experience working with a Financial Institution
• Post-secondary education in Finance (or related studies)

Servus encourages candidates with a strong desire to learn and improve their financial intelligence! We provide extensive training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role.
Most importantly, we are looking for candidates with enthusiastic energy and impeccable communication skills who are effortless in building rapport with our members. If you are a positive, organized, and detail-oriented person looking for a long-term career growth, then we encourage you to apply! positive, organized, and detail-oriented person looking for a long-term career growth, then we encourage you to apply!

• Providing competent and courteous service to members, exceeding their expectations, and making them feel at home
• 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
• Understanding member needs and identifying opportunities to promote Credit Union products and services – referring them to appropriate team members and external partners as required
• Achieving or exceeding assigned sales and referral goals
• Resolving routine member concerns and complaints in accordance with our service standards and escalate issues where appropriate
• Learning and applying knowledge of policies, procedures, and loss prevention guidelines while performing member transactions to mitigate risk of loss to Servus Credit Union
• Contributing positively to branch morale and a cohesive work environmen