Member Service Financial Advisor

3 days ago


Atlanta, Georgia, United States Pinnacle Credit Union Full time

Pinnacle Credit Union is looking for a skilled Member Service Financial Advisor to join our team. In this role, you will be responsible for providing expert financial guidance to our members and helping them achieve their financial goals.

About the Position:

This role requires a strong understanding of financial products and services, as well as excellent interpersonal and communication skills. You will work closely with our members to understand their financial needs and provide personalized solutions to help them succeed.

Responsibilities:
  • Financial Planning: Offer expert advice on various financial products and services, helping members create personalized financial plans.
  • Account Management: Assist members with account-related tasks, such as opening and closing accounts, updating member profiles, and processing transactions.
  • Problem Resolution: Anticipate and address member issues, striving to exceed expectations and maintain member satisfaction.
  • Cross-selling: Proactively identify opportunities to cross-sell additional products and services based on member needs.

The ideal candidate will have a high school diploma or equivalent, previous experience in customer service or sales, and strong knowledge of financial products and services. The estimated salary for this role is $16-$18 per hour, based on the location in Atlanta, GA.



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