Universal Financial Associate Rimbey

Process member transactions and support financial conversations as a full-time Universal Financial Associate at Servus Credit Union’s Rimbey branch.

Reporting to the Branch Manager, you will support members with banking needs through account reviews, loan applications, and product recommendations. You will prepare meeting documents, follow up with members, and complete branch administration while helping strengthen financial relationships.

Key Responsibilities:

• Gather and document information for Financial Advisor conversations
• Review personal accounts for accuracy, completeness, and compliance
• Open new accounts and follow up with members
• Prepare and enter loan application information
• Process deposits, withdrawals, payments, and exchange transactions

Requirements:

• High school diploma and at least one year retail banking or sales experience
• Post-secondary Finance education is a valuable asset
• IFIC certification is a valuable asset
• Successful criminal, reference, and credit checks required

Bring banking experience, accurate transaction processing, and member-focused recommendations to Servus Credit Union’s Rimbey branch.