Financial Services Associate in Deer Park

Become a Financial Services Associate with Servus Credit Union, Canada’s largest credit union, at the Deer Park branch. Provide proactive banking support and help members achieve financial wellness in this full-time role.

As a Universal Financial Associate, you are the frontline support for members’ banking needs. You will prepare essential documents, conduct thorough follow-ups, and process transactions while addressing inquiries. Your skills will aid in enhancing members’ financial literacy and community engagement, making a tangible difference.

Key Responsibilities:

• Prepare documents for Financial Advisor meetings

• Ensure account compliance and completeness

• Open and manage new accounts efficiently

• Accurately process financial transactions

• Assist in enhancing member services and solutions

Requirements:

• 1 year of retail banking or sales experience

• High school diploma is essential

• Post-secondary education in Finance is advantageous

• IFIC certification is considered valuable

• Background checks required for employment

Make banking more personal and community-oriented with Servus Credit Union today!
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