Job Description

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Posting Closes: July 25, 2025
Employment Status: Full-time -37.5 hours per week.
Additional Information: This location is open Monday to Saturday. Interested candidates must have the flexibility to work varied shifts all days of the location including late nights and Saturdays.
Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.
We are looking for a full-time Universal Financial Associate in our St. Albert branch!
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial Associate , you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.
More specifically, the scope of your responsibilities will include, but are not limited to:

• Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.

• Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
• Opening and reviewing new accounts, following up with members as per member service guidelines.
• Preparing and entering loan application information.
• Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
• Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
• With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing

Requirements:
To qualify, you will need at least 1 year of retail banking or sales experience in addition to your high school diploma.
Although not required, the following education/certificates are valuable assets:

• Post-secondary education in Finance (or related studies)
• IFIC certification

Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.
Benefits:
Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of our benefits include:

• Immediate financial service benefits
• Group RSP programs available after 3 months
• Minimum 3 weeks vacation and vacation purchase program
• Flexible group benefit plan

• Flexible health and/or wellness spending account
• Employee/family assistance program
• Profit Share

Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate in making an impact, apply now!
What happens next?
Thank you for applying with Servus Credit Union! If you are shortlisted for this opportunity, you will hear from us after the posting closes regarding next steps. Should you require an accommodation during the application and selection process, please contact us at with the position and location you are interested in.
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