Member Account Advisor - 37th 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, loan products, and financial services
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Communication, Relationship building, Customer service, Financial guidance, Product knowledge, Problem solving, Team collaboration, Adaptability, Tech proficiency
Preferred skills
Spanish proficiency, Somali proficiency