Job Description

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Servus is embarking on a bold new vision which requires transformational change. Gone are the days of status quo as we build out a gutsy and driven workforce who can take Servus to the next level! If your passion is providing exceptional personalized service, we\'d love to chat with you!

We are currently looking for a Member Cardholder Advisor I or II at our Member Contact Center.

Employment Status: Full-time (37.5 hours per week)

Compensation: $50,850 - $71,091 per annum, plus premiums!

Closing Date: June 28, 2032, end of day

Additional Information: This is a remote position, however, applicants must reside in Edmonton or surrounding area.

Reporting to the Team Lead - Member Contact Center your primary goal is to provide first point of contact online, through email, chats or by phone to support our members with their Mastercard. This is a fast-paced environment so efficiency and attention to detail is critical. Member support is focused on card services such as mobile payments, resolving concerns, and providing sound advice that will shape their financial fitness.

More specifically, the scope of your responsibilities will include, but are not limited to:

• Answering cardholder inquires and providing superior member service via inbound calls, emails, chat, SMS, and outbound calls
• Identifying opportunities and succeeding in meeting and exceeding targets by helping members meet their financial goals
• Providing member technical support for online banking, and other e-commerce applications

• Ensuring all documentation pertaining to cards, investments, loans, new accounts, etc. is prepared and/or executed in accordance with established policies, procedures and relevant legislation
• Soliciting new members; fostering business development through service excellence and product knowledge.
• Demonstrating basic knowledge of our current investment/retail banking services and products; and relevant policies and legislation by regularly reviewing literature, attending meetings and training sessions
• Developing long-term relationships based on trust that contribute to a positive member experience
• Participating in, and assisting in the creation of corporate and branch campaigns, and marketing/business development plans
• Communicating product and service information, utilizing fact finding questions and professional responses to address objections
• Exceeding members\' expectations and making them feel at home

Requirements:

This position will require at least the following:

• 2-3 years of customer service, sales, or retail banking
• High school diploma

We support our employees in pursuing the Professional Financial Planner (PFP Route) OR Certified Financial Planning (CFP Route) as this continuing education is a requirement of the role.

Although not required, the following experience, education/certificates are valuable assets:

• Call center experience
• Experience in providing financial advice or experience in a financial institution

Moreover, Servus encourages candidates with a strong desire to learn and improve their financial intelligence! We provide extensive training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role.

Most importantly, we are looking for candidates analytical and problem-solving skills, who can work efficiently and accurately. If you are an enthusiastic, organized, and detail-oriented individual looking for a long-term career growth, then we encourage you to apply!

Benefits:

By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, we help our employees achieve their potential. Servus is committed to providing a great place to work, and we invest in our employees by ensuring they have:

• A supportive and engaging working environment
• Benefits that lead the field
• A total rewards strategy that includes recognition for a job well done
• Learning options that support lifelong learning and career-building opportunities
• Opportunities and support for volunteering in local communities and abroad
• Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees

Here are some of the benefits that our employees love:

• Financial product benefits available immediately
• Group retirement program available after only 3 months
• Employee financial services team available to help you reach your financial goals
• Disability programs
• Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
• Flexible spending account to purchase additional health or personal wellness items
• Wellness initiatives
• Employee and family assistance plan
• Minimum 3 weeks\' vacation and vacation purchase program
• Other leaves including parental, emergency days, and critical care days
• Reward programs
• Incentive pay program
• Recognition for years of service

As Servus, our employees are also members. This means you\'ll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide \xe2\x80\xa6 with a few additional perks!

Next Steps

Click on the link below to apply for this amazing opportunity. If you\'re shortlisted, you\'ll hear from us after the posting closes. Should you require an accommodation during the application and selection process, send us a quick email at with the position and location you\'re interested in. Thanks for applying with Servus Credit Union; we look forward to learning about you and your experience!

Servus Credit Union is an equal opportunity employer and employs personnel without regard to race, colour, ancestry, place of origin, religious beliefs, gender, gender identity, gender expression, age, physical disability, mental disability, marital status, family status, source of income, and sexual orientation.

Servus Credit Union