Associate of Member Development; Coaldale

Company Overview

We’re excited to announce that 1st Choice Savings is expanding with a brand‑new branch coming to Coaldale, AB. This new location represents an important step in our continued growth and commitment to serving Southern Alberta communities. As we prepare to open our doors, we’re looking for passionate team members to join us and help bring our trusted advice, service, and expertise to Coaldale residents.

Coaldale, AB – Associate of Member Development, Full‑time

Reporting to the Branch Manager.

• Provide administrative support to coworkers and management, including preparing documents for member‑facing appointments, data entry, and credit facility searches.
• Organize filing of all appropriate documents.
• Prepare, review, and edit various forms of correspondence such as letters and reports.
• Photocopy and organize documents for distribution, mailing, binding, and filing.
• Assist in business development and relationship maintenance by calling applicable lists to book appointments for the Financial Service Representative, Financial Advisor, and Branch Manager.
• Confirm booked appointments and assist member‑facing staff with the preparation for a "full financial" discussion.
• Actively manage a call schedule to balance administrative support to member‑facing staff and business‑development call lists.
• Maintain confidentiality with all client and departmental files.
• Develop and maintain constructive working relationships with internal and external stakeholders, including executive, corporate staff, management, employees, and community partners.
• Act as first point of contact and provide general information to staff, clients, and the public.
• Answer telephone and electronic inquiries and relay calls, messages, emails, or visitors as needed.
• Present a positive and professional image of the organization when interacting with employees, clients/customers, visitors, and other external stakeholders.
• Review all documents, reports, and correspondence prepared for staff signatures for format, content, grammar, and spelling; make edits as necessary.
• Assist Branch Manager/Assistant Branch Manager with other duties and assignments as requested.

• High level of integrity, strong work ethic, and a genuine desire to support members in achieving their financial goals.
• 2–3 years of experience in a related industry, with a basic understanding of underwriting, processing, and industry regulations.
• Strong financial literacy, including the ability to read and calculate figures such as interest rates, percentages, and discounts.
• Excellent communication skills, both verbal and written, with strong writing, editing, and proofreading abilities and a superior telephone manner.
• Strong interpersonal skills with the ability to engage with members, staff, and the public in a tactful, diplomatic, and professional manner at all times.
• Well‑organized and adaptable, with proven time‑management skills and the ability to prioritize competing demands in a fast‑paced environment.
• Collaborative and self‑sufficient, comfortable working independently or as part of a team.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint).

• Competitive compensation and benefits.
• Professional development and training opportunities.
• A collaborative, member‑first, community‑focused culture.

• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Vision care

• Financial services, banking or a related industry: 2 years (required).