Member Account Advisor - 37th Street
Core
Member Account Advisor providing financial guidance, account opening, and loan services to credit union members at a branch.
Role type
Member Account Advisor
Builds
Member accounts, loan products, and financial services (via careerplan.io/jobs/99-00D-5F-27D-member-account-advisor-37th-street)
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Communication, relationship building, adaptability, tech-savviness
Responsibilities
Welcome members and guide them through account opening, provide financial advice and education, identify opportunities for loans and credit products, handle member questions and transactions, collaborate with teammates to ensure a seamless experience