Opportunity Description
Explore a full-time Financial Advisor position at Servus Credit Union, Lethbridge. This in-person role is focused on developing trust-based member relationships through personalized financial strategies.
You will engage with members to provide comprehensive advice tailored to their needs, including small business lending and wealth management. Your previous experience in customer service will be invaluable as you drive member growth and retention while adhering to compliance standards.
Key Responsibilities:
• Assist members in leveraging digital service channels
• Refer clients for additional services as needed
• Review accounts and identify corrective issues
• Maintain compliance with AML and credit regulations
• Facilitate proactive outreach and follow-ups with members
Requirements:
• 3-4 years’ customer service experience
• 2-3 years’ expertise in retail lending or investments
• Proven track recor...
You will engage with members to provide comprehensive advice tailored to their needs, including small business lending and wealth management. Your previous experience in customer service will be invaluable as you drive member growth and retention while adhering to compliance standards.
Key Responsibilities:
• Assist members in leveraging digital service channels
• Refer clients for additional services as needed
• Review accounts and identify corrective issues
• Maintain compliance with AML and credit regulations
• Facilitate proactive outreach and follow-ups with members
Requirements:
• 3-4 years’ customer service experience
• 2-3 years’ expertise in retail lending or investments
• Proven track recor...
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