Elevate your career as a Senior Financial Advisor at Servus Credit Union’s Legacy Branch. This role emphasizes member engagement, sales targets, and tailored financial solutions.
Servus Credit Union is seeking a Senior Financial Advisor with a minimum of two years in retail banking. You will identify opportunities for members, participate in marketing campaigns, and develop a comprehensive understanding of investment and banking services. Your excellent communication skills will enhance member relationships and contribute to team success.
Key Responsibilities: • Identify opportunities for tailored member financial solutions • Meet and exceed sales and referral goals • Engage members in discussions to assess their needs • Promote Servus' Wealth Management and Business Banking services • Maintain compliance with audits and regulations
Requirements: • At least 2 years in retail banking or related experience •...