Financial Advisor Lamont Branch

Build trusted member relationships as a Financial Advisor at Servus Credit Union’s Lamont Branch, supporting Mundare and Andrew when required.
Reporting to the Branch Manager, you will deliver customized financial solutions that shape members’ financial fitness. The position emphasizes communication, sales, referrals, and knowledge of retail banking and investment products. You will help bring Servus Credit Union’s cooperative purpose to life through member-focused advice and service.
Key Responsibilities:

Match members with suitable products and financial solutions
Meet sales targets and referral goals
Engage members to determine immediate financial needs
Promote referrals to Wealth Management and Business Banking
Maintain strong member relationships and community image
Requirements:

At least two years of retail banking experience
Related financial industry experience in sales or customer service
High school diploma
Knowledge of investment and retail banking services
Ability to support Mundare and Andrew as required
Bring relationship-building, financial product knowledge, and member-focused service to Servus Credit Union’s Lamont-area branches.

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