Servus Credit Union
Lethbridge Financial Advisor Position
Job Description
Join Servus Credit Union as a Financial Advisor at our Lethbridge Scenic Drive branch. This full-time opportunity focuses on member relationships and delivering customized financial solutions.
In this vital position, you will work closely with the Branch Manager to enhance member financial fitness through tailored product offerings. Your responsibilities include developing business plans and engaging members to fulfill their immediate financial needs while achieving sales targets. Your deep understanding of market trends and financial products will enable you to serve our members effectively.
Key Responsibilities:
• Match members with appropriate financial products
• Achieve sales targets and enhance referrals
• Communicate effectively with members to identify needs
• Develop knowledge of investment and banking services
• Adhere to compliance and regulatory standards
Requirements:
• At least 2 years of experienc...
In this vital position, you will work closely with the Branch Manager to enhance member financial fitness through tailored product offerings. Your responsibilities include developing business plans and engaging members to fulfill their immediate financial needs while achieving sales targets. Your deep understanding of market trends and financial products will enable you to serve our members effectively.
Key Responsibilities:
• Match members with appropriate financial products
• Achieve sales targets and enhance referrals
• Communicate effectively with members to identify needs
• Develop knowledge of investment and banking services
• Adhere to compliance and regulatory standards
Requirements:
• At least 2 years of experienc...