Financial Partnership Specialist

2 weeks ago


Port Townsend, Washington, United States Peninsula Credit Union Full time
Job Description

Are you passionate about building strong relationships with customers to help them achieve their financial goals? We are seeking a skilled Financial Partnership Specialist to join our team at Peninsula Credit Union.

This role is responsible for delivering exceptional customer service, providing financial guidance, and promoting credit union products and services. As a Financial Partnership Specialist, you will work closely with customers to understand their financial needs and provide personalized solutions to meet those needs.

About the Job:

  • Promote credit union products and services to customers
  • Provide financial guidance and education to customers
  • Build strong relationships with customers to increase loyalty and retention

Requirements:

  • Bachelor's degree in Finance or related field
  • 2+ years of experience in financial services industry
  • Excellent communication and interpersonal skills

The estimated salary for this position is $45,000 - $60,000 per year, depending on experience and qualifications.



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