Associate Financial Advisor, Financial Advisor I or II

Employment type: Full-time
City: Barrhead
Last visit: 2014-10-10
Author's ads: 1

Posted: 2014-10-10


A career with Servus is about more than how you spend your working hours.

We're looking for people who want to make a career out of working with us. We're in it for the long term and we invest in our employees' futures.

When you work with Servus, you're not working for a bank. You're working with a member-owned financial co-operative. In fact, every employee is a member. That means you're a co-owner of the credit union who has a say in how your credit union is run and a stake in our success.

We're committed to providing a great place to work and we invest in our employees by providing:

A supportive and engaging working environment

Benefits that lead the field

A Total Rewards strategy that includes recognition for a job well done

Job Opportunity

Servus Credit Union is one of Canada's 50 Best Managed Companies and recognizes that our most valuable assets are our employees. We offer continued growth and career advancement and reward employees for their efforts and achievements.

Financial Advisors are responsible for developing mutually beneficial personal banking relationships with our members. They excel at recognizing and acting upon sales opportunities, taking credit applications, selling investment products and responding to general inquiries.

Principal Duties

Promoting products such as loans, mortgages, term deposits, mutual funds, credit cards, and account packages.

Providing exceptional service to members at all times while becoming fully conversant with all products, services, policies and procedures

Recognizing, identifying and closing sales opportunities

Taking membership and credit applications from members

Achieving individual sales and setting monthly professional goals

Providing advice to our members to better their overall financial well-being.

Use of your own discretion in granting credit and making sound financial decisions. Qualifications

Prior retail banking and credit assessment experience is required

Post secondary education in Finance or related studies are an asset

The ability to work quickly without sacrificing accuracy, are essential.

The successful candidate will be a team player and display highly effective interpersonal skills and the ability to develop long term relationships with members, potential members and co-workers.

Excellent communication skills are necessary to identify opportunities to provide or refer products and services to our members, respond to their inquiries, and resolve problems or concerns. We thank all applicants for their interest in Servus Credit Union.

Career Level: Experienced

Industry: Financial Services and Banking

Job Function: Customer Service