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Client Financial Consultant II

2 months ago

Camarillo, California, United States UNIFY Financial Credit Union Full time

Become a vital part of our team as a Financial Services Advisor at UNIFY Financial Credit Union

As a Financial Services Advisor, you will be instrumental in assisting our credit union members in safeguarding their finances and reaching their monetary aspirations. At UNIFY, we place our members' interests above profit, allowing you to positively influence their financial journeys daily.

Key Responsibilities:

  • Engage with members to understand their financial needs and offer tailored solutions.
  • Address member inquiries and resolve issues related to financial services.
  • Establish and nurture strong relationships with members, acting as a reliable financial resource.
  • Adapt to diverse tasks and dynamic environments within the branch.

What We Provide:

  • Attractive starting wage of $25 per hour.
  • Opportunities for career growth based on individual performance.
  • Comprehensive training program lasting three weeks.
  • Supportive management and a positive workplace atmosphere.
  • Diverse culture with excellent benefits including health coverage, paid time off, tuition assistance, and more.

Qualifications:

  • Genuine enthusiasm for assisting others and understanding their financial needs.
  • Aspirations to learn and develop within the financial services sector.
  • Strong communication skills and the ability to foster relationships.
  • High school diploma or equivalent is mandatory.
  • Basic computer proficiency and multitasking capabilities.

If you seek a fulfilling career where you can contribute to the well-being of others, consider joining UNIFY Financial Credit Union and becoming part of our committed team.