Financial Advisor

  • 2-5 Year
  • Grande Prairie
  •   Posted On: September 14, 2018
  •   Skills:  Communication, Customer Service Manager, Interpersonal, Problem Solving

Job Overview

Roles & Responsibilities

Roll:

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

About Servus Credit Union

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.

Load