Servus Credit Union
Financial Advisor Innisfail Branch
Job Description
Become a pivotal part of Servus Credit Union as a Financial Advisor at the Innisfail Branch. This full-time role focuses on building trust-based relationships while providing personalized financial solutions.
As a Financial Advisor, you'll report directly to the Branch Manager and engage with members to offer comprehensive wealth and debt management education. Your responsibilities will also include proactively cross-selling products and contributing to branch growth. You’ll foster an environment of excellence and support, enhancing the credit union’s reputation.
Key Responsibilities:
• Educate members on service delivery channels
• Provide lending and investment advice
• Review new account reports for variances
• Conduct loan audits for compliance
• Actively pursue cross-selling initiatives
Requirements:
• 3-4 years in customer service
• 2-3 years in retail lending and investments
• Proven sales target achievements
• Proficient with digital banking ...
As a Financial Advisor, you'll report directly to the Branch Manager and engage with members to offer comprehensive wealth and debt management education. Your responsibilities will also include proactively cross-selling products and contributing to branch growth. You’ll foster an environment of excellence and support, enhancing the credit union’s reputation.
Key Responsibilities:
• Educate members on service delivery channels
• Provide lending and investment advice
• Review new account reports for variances
• Conduct loan audits for compliance
• Actively pursue cross-selling initiatives
Requirements:
• 3-4 years in customer service
• 2-3 years in retail lending and investments
• Proven sales target achievements
• Proficient with digital banking ...