Financial Advisor – Member Contact Centre

connectFirst Credit Union

. Develop long-term relationships with members and build trust .

Posted 9/15/2026full-timeRemote • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong sales techniques and negotiation skills to build long-term relationships with members while delivering customized financial solutions. Proficient in assisting with online and mobile banking inquiries and providing exceptional service across various communication channels.

Highest-signal resume keywords

Sales ExperienceCustomer ServiceNegotiation SkillsMulti-Tasking AbilitiesTechnical Support for Online Banking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales TechniquesClosing DealsFinancial SolutionsBusiness DevelopmentLoan GenerationDeposit GrowthMembership AcquisitionTechnical Inquiry AssistanceCall Quality StandardsTarget Achievement

Soft Skills

Rapport-BuildingProfessional Telephone MannerTrust BuildingExceptional ServiceFlexibility

Tools & Technologies

Inbound CallsEmailsChatSMSVideo Calls

Industry Keywords

Retail BankingMember ExperienceCooperative ValuesAlberta ResidencyCriminal Background Check

About the role

Key responsibilities & impact

Develop long-term relationships with members and build trust
Deliver customized financial solutions
Meet and exceed daily sales targets through rapport-building, open-ended questions, and identifying member needs
Achieve and exceed business development targets through inbound member conversations
Generate proactive loan dollars, deposit growth, new memberships, and chequing account opportunities
Answer member inquiries and provide exceptional service via inbound calls, emails, chat, SMS, and video calls
Provide a consistently excellent member experience while adhering to standards and guidelines
Identify and pursue sales opportunities matching members with suitable products and solutions
Assist members with technical inquiries and requests related to online and mobile banking
Participate in individual, Contact Centre, and corporate campaigns while adhering to call quality standards
Report to the Team Lead

Requirements

What you’ll need

At least 2 years of successful sales experience with measured targets
Preferably experience in customer service or retail banking
High school diploma
Candidates must be currently residing in Alberta
Flexible schedule with day, evening, and weekend shift commitments
Ability to work rotational shifts including days, evenings, weekends, and holidays
Availability for scheduled hours between 6:00 AM and 10:00 PM
Strong sales techniques
Strong negotiation skills
Ability to close deals
Professional telephone manner
Strong multi-tasking abilities
Ability to assist with online and mobile banking technical inquiries
Must successfully pass a criminal background check, reference check, and credit check to qualify for hire
Alignment with Servus Credit Union’s cooperative values

Benefits

Comp & perks

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
Health and wellness benefits
Vacation programs
Retirement savings programs
Credit union member benefits including profit sharing, voting for the board of directors, and access to all financial services
Inclusive, equitable, and accessible workplace
Accommodations available during every stage of the hiring process upon request