Financial Advisor - Remote

Overview

Join Servus Credit Union as a Financial Advisor, where you will drive sales and provide exceptional personalized service to our valued members in a fully remote role.

In Short

• Full-time, permanent position with flexible shifts.
• Work remotely, but must reside within Alberta.
• Engage with members through various channels including phone, email, and chat.
• Identify and pursue sales opportunities to enhance financial fitness.
• Assist members with technical inquiries related to online banking.
• Participate in corporate campaigns while maintaining call quality standards.
• Provide exceptional member service by adhering to established guidelines.
• Demonstrate strong negotiation skills and a professional telephone manner.
• Work collaboratively with the Contact Centre team.
• Join a top-ranked credit union known for community impact.

Requirements

• Proven sales experience and strong communication skills.
• Ability to multi-task and manage time effectively.
• Knowledge of financial products and services.
• Experience in customer service or related fields.
• Proficient in using technology and online banking tools.
• Strong problem-solving abilities.
• Flexibility to work various shifts, including evenings and weekends.
• Commitment to delivering exceptional member experiences.
• Team player with a proactive approach to sales.
• Reside in Alberta.

Benefits

• Work from home flexibility.
• Competitive salary and benefits package.
• Opportunities for professional development.
• Be part of a well-respected organization.
• Make a positive impact in the community.
• Join a supportive and collaborative team environment.
• Access to employee wellness programs.
• Flexible work hours to accommodate personal commitments.
• Recognition for outstanding performance.
• Contribute to a member-focused culture.