Universal Financial Associate – Barrhead

Servus Credit Union

Full-time Other-General
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Location
town of barrhead, ab, Canada
Posted
July 08, 2026

Job Description

Join Servus Credit Union as a full-time Universal Financial Associate in Barrhead. Support members with their banking needs and enhance their financial well-being every day.
At Servus Credit Union, you will play a key role in our Barrhead branch, engaging with members and assisting them with various banking transactions. This role requires proactive communication and documentation for financial meetings, account reviews, and member follow-ups. You will be essential in building relationships and recommending services that aid financial fitness for our members.
Key Responsibilities:
• Gather information for enhanced financial conversations
• Review accounts for accuracy and compliance
• Open and manage new accounts efficiently
• Process loan application data with care
• Support growth of new memberships actively
Requirements:
• Minimum of 1 year in retail banking or sales
• High school diploma is essential
• Post-secondary education in Finance is valued