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Financial Services Advisor
2 months ago
Position Overview:
As a Financial Services Advisor at Travis Credit Union, you will play a crucial role in guiding members towards achieving their financial aspirations.
Key Responsibilities:
- Provide personalized financial consulting to help members identify and reach their financial objectives.
- Act as a trusted advisor in promoting and enhancing the range of financial products offered by Travis Credit Union.
- Foster strong relationships with members to ensure their financial needs are met effectively.
Qualifications:
- Strong understanding of financial planning and investment strategies.
- Excellent communication and interpersonal skills to build lasting relationships with clients.
Why Join Us:
At Travis Credit Union, we are committed to supporting our members in their financial journeys. Our team is dedicated to providing exceptional service and innovative financial solutions.
