Financial Success Advocate

2 days ago


Jacksonville, Florida, United States RADIFI FEDERAL CREDIT UNION Full time
Job Title: Financial Success Advocate

Estimated Salary: $50,000 - $65,000 per year

RadiFi Federal Credit Union is dedicated to empowering our members to achieve financial success. We are seeking a skilled and passionate Financial Success Advocate to join our team. As a key member of our branch network, you will be responsible for promoting financial wellness, providing expert advice, and connecting our members with the resources they need to succeed.

Main Responsibilities:

  • Conducting consultations with members to assess their financial situations and provide personalized recommendations.
  • Developing and delivering educational programs and workshops on personal finance, budgeting, and credit management.
  • Collaborating with other team members to identify opportunities for growth and improvement.
  • Building strong relationships with members and partners to drive referrals and new business.
  • Staying up-to-date on industry trends, best practices, and regulatory requirements.

Requirements:

  • 6-12 months of similar or related experience in a customer-facing role.
  • Strong knowledge of personal finance, budgeting, and credit management principles.
  • Excellent communication, interpersonal, and presentation skills.
  • Ability to work effectively in a fast-paced environment and adapt to changing priorities.
  • Valid driver's license and reliable transportation.

Benefits:

  • A competitive salary range of $50,000 - $65,000 per year.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • Retirement savings plan and paid time off.
  • Ongoing training and professional development opportunities.


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