Universal Financial Associate

Position: Full-Time Universal Financial Associate
Location: Ponoka

Join Servus Credit Union as a full-time Universal Financial Associate in Ponoka! This role focuses on member support, proactive banking conversations, and delivering exceptional service in a credit union atmosphere.

In this essential position, you'll report to the Branch Manager while assisting members with all banking needs. Your proactive engagement includes preparing documents for financial meetings, managing accounts, and helping with loan applications. You'll play a significant role in maintaining compliance and fostering financial wellness among our members.

Key Responsibilities:

• Gather information for Financial Advisor meetings

• Review accounts for accuracy and compliance

• Open and manage new member accounts

• Prepare loan applications and documentation

• Process transactions including deposits and payments

Requirements:

• Minimum 1 year of retail banking or sales experience

• High school diploma required

• Post-secondary education in Finance is an asset

• IFIC certification is a valuable addition

• Strong communication and customer service skills

Elevate your career in finance by helping members feel good about their financial health at Servus!
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