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Full-time
high school, professional certificate
Health and wellness programs, Vacation, Retirement savings programs, Competitive compensation, Performance-based incentive pay, Profit share
Posted 1d ago
~40 hrs/week
Responsibilities
The Universal Financial Associate supports members with banking needs, processes transactions, and provides proactive financial advice. They are responsible for preparing documentation, managing account openings, and driving sales through product recommendations.
Requirements
Candidates must have at least one year of retail banking or sales experience and a high school diploma. Post-secondary education in finance and IFIC certification are considered valuable assets.
Full job description
Join Servus Credit Union - Canada’s Largest Credit Union!
*This unique position will be 80% - Sales and 20% - Service.
For Internal Use Only: S1; B
We are looking for a full-time Universal Financial Associate in our Parkland Square branch in Red Deer!
At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.
We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.
We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.
Join Servus and discover a better way to work.
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial Associate, you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.
What you’ll be doing:
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
Opening and reviewing new accounts, following up with members as per member service guidelines.
Preparing and entering loan application information.
Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
What you bring:
At least 1 year of retail banking or sales experience in addition to your high school diploma.
Although not required, the following education/certificates are valuable assets:
Post-secondary education in Finance (or related studies)
IFIC certification
Why Servus?
Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:
Competitive compensation including performance-based incentive pay and profit share
Training & Development Opportunities
Career Advancement Potential
Flexible work options
Meaningful work towards individual and corporate goals
Opportunities to get involved and give back through an employee volunteer program
At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!
What happens next?
We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.
At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!
Employment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.
Qualified applicants are invited to apply online.
We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.
Servus Credit Union serves 600,000+ Albertans with full-circle financial services, personalized advice and Profit Share® Rewards cash, returning millions of dollars of profits back to members each year. With branches in more than 80 communities, 24/7 member support and access to thousands of no-fee ATMs, Servus helps our members feel good about their money.
Offices: 151 Karl Clark Road NW, Edmonton, AB T6N 1H5, CA · 5012 49 Street, Lloydminster, AB T9V 0K2, CA · 601, 4901 - 48 Street, Red Deer, AB T4N 6M4, CA
Servus Credit Union serves 600,000+ Albertans with full-circle financial services, personalized advice and Profit Share® Rewards cash, returning millions of dollars of profits back to members each year. With branches in more than 80 communities, 24/7 member support and access to thousands of no-fee ATMs, Servus helps our members feel good about their money.
Offices: 151 Karl Clark Road NW, Edmonton, AB T6N 1H5, CA · 5012 49 Street, Lloydminster, AB T9V 0K2, CA · 601, 4901 - 48 Street, Red Deer, AB T4N 6M4, CA