Job Description
Enhance member experience with SCU as a Member Financial Relationship Advisor in Lagimodiere. Analyze financial needs and promote suitable services including mutual funds and deposit products.
As a Member Financial Relationship Advisor, you will provide tailored financial advice and manage member investments at our Lagimodiere branch. This role involves analyzing the financial goals, needs, and risk tolerance of our members to offer the best product mix. Your focus will be not only on existing members but also on attracting new clients through reviews and referrals.
Key Responsibilities:
• Deliver needs-based financial services based on SCU model
• Analyze financial data to assess member needs and opportunities
• Process non-cash transactions, including estates and mutual funds
• Develop financial and retirement plans for members
• Strengthen relationships through product promotion and referrals
Requirements:
• Minimum two years formal business education or e...
As a Member Financial Relationship Advisor, you will provide tailored financial advice and manage member investments at our Lagimodiere branch. This role involves analyzing the financial goals, needs, and risk tolerance of our members to offer the best product mix. Your focus will be not only on existing members but also on attracting new clients through reviews and referrals.
Key Responsibilities:
• Deliver needs-based financial services based on SCU model
• Analyze financial data to assess member needs and opportunities
• Process non-cash transactions, including estates and mutual funds
• Develop financial and retirement plans for members
• Strengthen relationships through product promotion and referrals
Requirements:
• Minimum two years formal business education or e...
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