Servus Credit Union
Financial Advisor/ Senior Financial Advisor - Legacy
Job Description
Overview
Servus Credit Union is hiring for a Financial Advisor/Senior Financial Advisor in our Legacy Branch. Posting Closes: June 2, 2026.
What You’ll Be Doing
- Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
- Meeting and exceeding sales targets and referral goals
- Participating in business development plans through corporate/branch marketing campaigns
- Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs)
- Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
- Building a comprehensive knowledge of the local market, competitive offers, and economic trends