Found Description
Position
Temporary Financial Advisor – Delton Branch (Servus Credit Union)
Posting Closes: July 16, 2026
Position Duration: 12 months (temporary)
Responsibilities
- Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
- Meeting and exceeding sales targets and referral goals
- Participating and assisting in business development plans through corporate/branch marketing campaigns
- Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
- Promoting referrals to our Wealth Management, Business Banking teams and our 3rd party providers
- Building a c...
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