Deposit and Loan Advisor

1 week ago


Miami, Florida, United States Educational Federal Credit Union Full time
Job Summary

The Educational Federal Credit Union invites applications for the position of Deposit and Loan Advisor. This role requires expertise in financial services and exceptional communication skills to deliver outstanding member experiences.

About the Role:

  • Deliver personalized financial solutions to members, addressing their deposit and loan needs.
  • Build strong relationships with members to understand their financial goals and objectives.
  • Collaborate with colleagues to share knowledge and best practices in financial services.

Responsibilities:

  1. Analyze member data to identify trends and opportunities for financial growth.
  2. Develop tailored financial plans and recommend deposit and loan products to meet members' needs.
  3. Present financial education workshops to members and community groups.
  4. Contribute to the development of marketing strategies to promote credit union services.

Salary Range: $55,000 - $70,000 per year



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