- We put people before profits
- Your membership also means you own part of the credit union and help shape our future through voting rights
- A competitive compensation package including performance-based incentive pay and profit sharing < li>A variety of training & development opportunities tailored to suit your career goals < li>Career advancement potential within the company. We are committed to helping our employees grow professionally < /ol>< hrstyle=" height : 1 px ; border : none ; margin :5 px 0 ">< h4 > Job Responsibilities : To be responsible for gathering relevant information required for conversations with clients about their accounts while ensuring they are fully compliant.
, Review personal accounts for completeness accuracy , ensure compliance where necessary . Identify recommendations that will positively impact member financial fitness . Open new accounts following up on service level guidelines Prepare loan applications documents accurately And assist branch activities to enhance memberships growth Our goal is to deliver top-notch customer support by differentiating between products services offered here versus competitor offerings Present advice solutions that improve overall well-being process transactions from deposit withdrawals loans utility payments cashing money orders foreign exchange domestic calculations cheque advance.
Universal Financial Associate - Mundare - Connect First Credit Union
Description
Job Title: Universal Financial Associate
About Us
We're a credit union, not a bank. This difference matters.
The Servus Difference
At connect-first-credit-union we believe in putting our members first, this is why we have designed an innovative platform to offer more benefits than traditional banks and financial institutions such as: