OverviewServus Credit Union Financial Advisor I or II – Red Deer Full Time in Red Deer, AB
Servus Credit Union
Branch Red Deer AB CA
Financial Advisor I or II – Red Deer
Red Deer, AB
Post secondary education in Finance or related studies are an asset. They excel at recognizing and acting upon sales opportunities, taking credit applications,…
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.
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.
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.
Employment Type: Full Time
Location: Red Deer, AB, CA
Posted on: 2015-08-01