Job Description
Explore a full-time role as a Universal Financial Associate with Servus Credit Union in Deer Park! Engage with members, handle banking needs, and support financial growth in this client-focused position.
In this key role, you will directly assist members by managing their banking inquiries and providing tailored solutions. As a Universal Financial Associate, you will prepare documents for financial discussions, conduct follow-ups with members, and facilitate daily transaction processing. Your contribution will help strengthen relationships while making a positive community impact.
Key Responsibilities:
• Gather information for Financial Advisor meetings
• Review personal accounts for compliance and accuracy
• Open and follow up on new accounts
• Process loans and member transactions accurately
• Recommend services to enhance financial health
Requirements:
• Minimum 1 year in retail banking or sales
• High school diploma required
• Post-secondary educati...
In this key role, you will directly assist members by managing their banking inquiries and providing tailored solutions. As a Universal Financial Associate, you will prepare documents for financial discussions, conduct follow-ups with members, and facilitate daily transaction processing. Your contribution will help strengthen relationships while making a positive community impact.
Key Responsibilities:
• Gather information for Financial Advisor meetings
• Review personal accounts for compliance and accuracy
• Open and follow up on new accounts
• Process loans and member transactions accurately
• Recommend services to enhance financial health
Requirements:
• Minimum 1 year in retail banking or sales
• High school diploma required
• Post-secondary educati...