Financial Advisor Contact Centre Role

Step into a full-time Financial Advisor role at Servus Credit Union's Member Contact Centre in Alberta. Engage with members and deliver tailored financial services to enhance their well-being.
In this position, you'll be responsible for responding to member inquiries and offering solutions that meet their unique needs. With a focus on building relationships, you'll leverage your sales experience to identify and seize opportunities. Active participation in a flexible work schedule is vital, as the centre is open 24/7 for member support.
Key Responsibilities:
• Handle member queries through various platforms
• Close sales while demonstrating negotiation skills
• Ensure a fantastic experience by adhering to guidelines
• Pursue opportunities to enhance financial literacy
• Support members with online banking services
Requirements:
• Minimum of 2 years in sales or retail banking
• High school diploma is necessary
• Previous experience in a call centre is ben...