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Credit Union Financial Advisor
3 weeks ago
We are seeking an experienced Credit Union Financial Advisor to join our team at NorthStar Credit Union. In this role, you will work closely with members to understand their financial needs, promote credit union services, and help them achieve their financial goals.
Main Responsibilities:- Provide expert guidance to members on credit union services and products
- Assist members in achieving their financial objectives, including saving, investing, and borrowing
- Develop and maintain relationships with members, understanding their financial situations and offering tailored solutions
- Participate in promotional activities and events, promoting credit union services and products
- Maintain accurate records of member interactions and transactions
- Estimated annual salary range of $55,000 - $70,000, based on location and experience
- Ongoing education and training opportunities to stay up-to-date on industry developments
- A supportive team environment that values collaboration and open communication
- The fulfillment of helping members achieve their financial goals