Financial Services Consultant

2 weeks ago


La Habra, California, United States Wescom Credit Union Full time

We are seeking a skilled Financial Services Consultant to join our team at Wescom Credit Union. As a Financial Services Consultant, you will be responsible for providing exceptional service to our members, helping them achieve their financial goals, and promoting the credit union's products and services.

Key responsibilities of this role include:

  • Providing consultative services to members regarding credit union products and services
  • Assisting members in establishing memberships, loan accounts, and services
  • Processing transactions for members and serving as the initial point of contact between the credit union and members

To be successful in this role, you will need to have excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.

The estimated salary for this position is $40,000 - $60,000 per year, depending on experience.



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