Job Description
Join Servus Credit Union as a Financial Consultant at the Namao Centre Branch. This position emphasizes building long-lasting relationships and providing tailored financial solutions.
Reporting to the Branch Manager, you will work closely with members to address their financial needs effectively. This role combines relationship building with sales initiatives, contributing to both individual and corporate objectives. You will utilize your communication skills and expertise in investment services to enhance member experiences.
Key Responsibilities:
• Define member needs and propose suitable financial products
• Achieve and exceed sales objectives and referral counts
• Contribute to business development through marketing campaigns
• Demonstrate knowledge of investment and retail financial services
• Comply with all regulatory policies and best practices
Requirements:
• At least 2 years of experience in retail banking or finance
• Required high school diploma...
Reporting to the Branch Manager, you will work closely with members to address their financial needs effectively. This role combines relationship building with sales initiatives, contributing to both individual and corporate objectives. You will utilize your communication skills and expertise in investment services to enhance member experiences.
Key Responsibilities:
• Define member needs and propose suitable financial products
• Achieve and exceed sales objectives and referral counts
• Contribute to business development through marketing campaigns
• Demonstrate knowledge of investment and retail financial services
• Comply with all regulatory policies and best practices
Requirements:
• At least 2 years of experience in retail banking or finance
• Required high school diploma...