Universal Concierge Advisor - MH Strachan Corner
Universal Concierge Advisor - MH Strachan Corner
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Salary Not Disclosed
1 Vacancy
Job Description
Posting Closes: May 29th 2025 @ 4:00 pm (MST)
Employment status: Fulltime
For specific questions about this opportunity email:
At Servus Credit Union (united with connectFirst) we spend our days helping our members achieve their financial aspirations through a communityfocused approach to banking thats true to our cooperative principles. Youre our member not a number. Were your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years weve grown to become one of Albertas leading financial institutions through a desire to connect the dots between your dreams your goals your community and your financial wellness and we echo these desires through our new consolidated connectFirst brand.
As we come together as one amalgamated Credit Union this internal opportunity is available to all employees from both Legacy Servus and connectFirst Credit Union. With more heart and more smart were greater together.
Were currently looking for a Universal Concierge Advisor to join the legacy connectFirst Strachan Corner branch in Medicine Hat!
Key Accountabilities:
- Provides exceptional member service that builds trust through responsive service and support to deliver what is right for every member while balancing the interests of the credit union.
- Processes a variety of cash and noncash member service transactions including deposits withdrawals payments account updates balances money orders credit card advances calculations of foreign and domestic exchanges cheque cashing electronic funds transfers and account closures.
- Builds trust with members resolves routine problems with member accounts and refers complex questions to the appropriate internal personnel.
- Applies policies and procedures in daily activities to meet safety legal and privacy requirements.
- Accountable for area security and internal security audits.
- Educates and demonstrates to members how to use other service delivery channels such as digital and selfserve with the goal of making it easy.
- Provides support to other branch team members such as making outgoing calls to members composing routine member correspondence and reports completing compliance and/or audit activities completing endtoend processes related to ATM and night deposits reconciling branch reports (dependent on branch location) etc.
- Assists with opening/closing duties such as balancing of branch daily transmittals reconciling ATM and night deposit contents and provides support in administering branch cash services with the associated risk management and control policies.
- Acts as joint custodian on specified combinations; rents controls and provides access to safety deposit boxes; maintains related records.
- Maintains uptodate knowledge of all credit union products and services in order to foster business development through service excellence and product knowledge
- Promotes and participates in branch campaigns and initiatives
- Acts as the accessible middle ground between the convenience and flexibility of supporting transactions through automation and providing additional personal advisory member service.
- Conducts interviews with members and provides information on the full range of loan investment and deposit products and services to meet their needs and further relationships. including making referrals to Wealth Management IB & Ag and Corporate &Commercial Banking by analyzing member needs and recommending products or services.
- Makes recommendations and processes appropriate documentation associated with the sale of all credit union products based on policies and procedures; ensuring application of appropriate rates and service charges.
Requirements
Experience and/or Educational Requirements:
- 3 4 years experience in a customer service or administrative role.
- 1 2 years experience in retail banking with a demonstrated strong ability to build member relationships.
- Knowledge of deposit products including deposit accounts term deposits registered accounts etc.
- Basic investment experience considered an asset.
- Demonstrated achievement of sales and referral targets.
- Proven informal leadership experience.
- Experience utilizing technology and mobile banking applications.
- Grade 12 diploma or equivalent.
- Completion of courses such as CUIC courses Credit Union Service Representative Accreditation etc.
- Working towards or completed a certificate diploma degree or designation program.
- An equivalent combination of education and experience may also be considered.
Skills and Competencies:
- Strong computer skills; able to pick up new and existing programs related to the job quickly.
- Strong communications skills; both written and verbal.
- Strong critical thinking problem solving analytical organization and multitasking skills.
- Strong customer service orientation.
- Good influencing and negotiation skills.
- Strong attention to detail.
- Strong aptitude for numbers with fast and accurate data entry skills.
- Good knowledge of the broader financial services industry and competitors products and services offerings.
- Good financial literacy.
- Good investigative skills for uncovering member needs.
- Strong aptitude and competency using digital solutions.
- Excellent agility and adaptability.
Benefits
Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness vacation and retirement savings programs we also provide other important benefits such as:
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performancebased incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
For information about these benefits and more click here.
At Servus our employees are also members. This means youll 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 with a few additional perks!
What happens next
Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process please advise us at that time.
Discover a sense of belonging amongst a team of unique authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills passion and curiosity may find a sense of belonging at Servus so even if you dont check every box we encourage you to apply!
#indm
Required Experience:
Unclear Seniority
Employment Type
Advisor
