Bilingual Member Account Advisor - 16th Street
Core
Member Account Advisor providing financial guidance, account opening, and loan support to credit union members at a branch.
Role type
Member Account Advisor
Builds
Member accounts, loans, and credit union products
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Bilingual Spanish and English, communication, relationship building, adaptability
Responsibilities
Welcome members and help open accounts, offer financial guidance for decision making, identify loan opportunities, handle transactions and questions, partner with teammates for member experience