Personal Finance Advisor

About the Job

As a Personal Finance Advisor, you will play a critical role in helping our members achieve their financial goals. You will work closely with our members to understand their financial needs and provide personalized advice and guidance to help them make informed decisions.

About the Role

The successful candidate will have one to three years of experience in a similar or related field. They will be responsible for processing account-related requests, including opening basic consumer accounts and performing file maintenance. They will also process basic consumer loan-related requests, including submitting applications, booking, and disbursing, and file maintenance.

Responsibilities

• Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).
• Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).
• Utilize sales tracking systems, member data warehouse programs, and other tools to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).
• Connect members to our Subject Matter Experts via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).

Qualifications

• One year to three years of similar or related experience.
• A high school education or GED.
• Full-time position - Rotating evening and Saturday hours are required.
• FICEP certification preferred.

Benefits

We offer a competitive salary commensurate with experience, an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company. Our commitment to your success is enhanced by our focus on maintaining the best possible professional and environmentally friendly atmosphere for our employees.

Salary Range: $55,000 - $75,000 per annum