Financial Success Advocate
2 days ago
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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