Universal Financial Associate Jobs in Town of Vulcan, Alberta, Canada
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Town of Vulcan, Alberta, Canada
Universal Financial Associate -Vulcan
Top Benefits
About the role
Join Servus Credit Union - Canada’s Largest Credit Union!
Posting Closes: August 10th, 2026
We are looking for a full-time Universal Financial Associate in our
Vulcan branch!
At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.
We believe in putting people before profits, which is why our members are also
our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.
We’re looking for passionate, values-driven people to join our team. We welcome
individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.
Join Servus and discover a better way to work.
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.
What you’ll be doing
- 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
What you bring
- 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
Why Servus?
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:
- Competitive compensation including performance-based incentive pay and profit share
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
At Servus, our employees are also members. This means you'll 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 financial services we provide…with a few additional perks!
What happens next?
We thank all applicants for their interest. Please note applications will only
be accepted online and only those applicants under consideration will be contacted.
At Servus Credit Union, we believe in being purposefully cooperative and working
together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!
Employment Eligibility: The selected candidate(s) must successfully pass a
criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.
Qualified applicants are invited to apply online.
We thank all applicants for their interest. Please note applications will only
be accepted online and only those applicants under consideration will be contacted.
About Servus Credit Union
Servus Credit Union is more than just a bank.
It is Canada’s first province-wide credit union and is dedicated to providing expert financial advice. Servus members not only get the best customer service offered by any financial institution in Alberta, they also get to share in our profits. Last year we shared $48.1 million with our members.
To help you and your business succeed, Servus offers a full line of financial products and services and with over 100 locations in over 59 communities in Alberta, it’s easy to find a location near you.
Servus is a trade name of Connect First and Servus Credit Union Ltd.