Jolanta Breen
Wealth Management Compliance Officer at Servus Credit Union
Based in Edmonton, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Edmonton
Industry
Financial Services
Company size
2.2K
Contact information
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j•••••••@servus.ca
Phone
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Background
About Jolanta Breen
With a steadfast commitment to enhancing financial literacy and investment strategies, my role as Wealth Management Support Administrator at Servus Credit Union empowers clients to secure their financial futures. My proficiency in retail banking and investments, honed over three years in this role, ensures that I deliver exceptional service and knowledgeable support to our members. At the heart of my approach is a dedication to optimizing wealth management processes, contributing to a robust financial ecosystem for our clients. Collaborating closely with my team, we work tirelessly to provide sophisticated solutions in mortgage lending and consumer lending, aligning with Servus Credit Union's mission of fostering financial well-being for the community.
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