Jobs

    Personal Banker - Canada - Servus Credit Union Ltd

    Servus Credit Union Ltd
    Servus Credit Union Ltd Canada

    4 weeks ago

    Default job background
    Full time
    Description

    Employment Status:

    Full-time, 37.Due to the nature of this role, interested candidates must hold a valid drivers license and own a reliable vehicle.

    Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money.

    One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.

    As a Mobile Financial Advisor your primary goal is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.

    Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
    Participating and assisting in business development plans through corporate/branch marketing campaigns
    Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
    Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
    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
    Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
    Maintaining Servus' positive image in the community

    To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma.

    Although not required, the following education/certificates are valuable assets:

    Post-secondary education in Finance (or related studies)
    Investment Funds in Canada Course & License (IFIC)
    Personal Financial Service Advice (PFSA)
    Financial Planning I (FP1)
    These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences.

    We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.

    In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

    Training & Development Opportunities
    Flexible work options
    Competitive Compensation including performance-based incentive pay
    Meaningful work towards individual and corporate goals

    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 services we provide ...

    with a few additional perks
    We value and celebrate the richness that diverse backgrounds and experiences bring to our community.
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