Financial Advisor - Remote

Overview

Join Servus Credit Union as a Financial Advisor, where you will drive sales and provide exceptional personalized service to members.

In Short

• Full-time, permanent position with flexible shifts.
• Work remotely but must reside in Alberta.
• Engage with members via calls, emails, chat, SMS, and video calls.
• Utilize excellent sales techniques and negotiation skills.
• Provide technical support for online and mobile banking.
• Participate in corporate campaigns and adhere to call quality standards.
• Identify and pursue sales opportunities to enhance financial fitness.
• Deliver consistently fantastic member experiences.
• Work within a team of driven individuals at a top-ranked credit union.
• Contribute to building strong, resilient communities.

Requirements

• Strong sales and negotiation skills.
• Ability to provide exceptional customer service.
• Proficient in handling technical inquiries related to banking.
• Excellent communication skills.
• Ability to work flexible hours, including evenings and weekends.
• Strong multi-tasking abilities.
• Experience in a sales or customer service role.
• Knowledge of financial products and services.
• Proactive in identifying sales opportunities.
• Ability to adhere to standards and guidelines.

Benefits

• Work for one of Canada's Best Managed Companies.
• Be part of a team that values community and member service.
• Opportunity for professional growth and development.
• Flexible work environment.
• Competitive compensation package.
• Access to various employee benefits.
• Supportive team culture.
• Recognition for outstanding performance.
• Engagement in community-building initiatives.
• Work in a dynamic and innovative environment.