Community-Focused Financial Advisor Position

Drive financial well-being for members at Servus Credit Union's Seton Branch as a Financial Advisor. Engage, educate, and empower your community through customized financial solutions.

As a Financial Advisor, you will embody Servus's mission of placing people before profits. This position requires a deep understanding of financial products and excellent communication skills to identify opportunities that enhance member relationships. You'll work collaboratively to achieve business goals and ensure a high standard of service within the community.

Key Responsibilities: • Develop financial solutions tailored to member needs • Meet and exceed sales and referral goals consistently • Engage in conversations to determine member needs • Build knowledge of local market and financial offerings • Adhere to compliance and service excellence standards

Requirements: • Minimum 2 years’ experience in banking or finance • High school diploma; finance education preferred • Inv...