Job Description: We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor... lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs...
Job Description: Position Description The Financial Advisor provides exceptional customer service to current... and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies...
and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included... financial advice to members or refers to appropriate advisor. Member Transactions: Processes a full range of member...