This position supports our corporate brand by creating an environment in which our members feel at home, perceive our staff as knowledgeable, and view Servus Credit Union as a good corporate citizen. As an ambassador of our credit union, they strive for excellence as an FA I, and play a vital role in enhancing the financial well-being of our members, and the growth and profitability of our credit union.
What does a Financial Advisor do?
Promotes products like loans, mortgages, term deposits, mutual funds, credit cards, and account packages.
Provides exceptional service to members every chance they get
Knows all our products, services, policies and procedures inside and out
Sees sales opportunities and knows how to act on them to close sales
Takes membership and credit applications
Achieves individual sales goals and sets their own monthly job-related goals
Provides great advice to our members to help improve their overall financial well-being
Uses their discretion to approve credit and make sound financial decisions
What are some of the skills a Financial Advisor must have?
Retail banking and credit assessment experience
The ability to work quickly without sacrificing accuracy
Excellent communication skills
A gift for identifying service or product referral opportunities
A knack for answering questions clearly and solving problems
Post-secondary education in Finance or related studies are a bonus
Highly effective interpersonal skills and the ability to develop long-term relationships with members, potential members and co-workers
Servus Credit Union is a member-owned, community-based financial institution based in Edmonton, Alberta. Delivering exceptional service to members and communities has been the foundation of our success and is a continuing priority for us. Servus Credit Union, Alberta's largest credit union, is a member-owned, community-based financial institution with roots dating back to 1938.