Shape your future with Beem Credit Union as a Senior Money Advisor in the West End Branch. Provide tailored financial solutions while enhancing member relationships in a collaborative setting.
Beem Credit Union is looking for a dedicated Senior Money Advisor for its West End Branch. In this role, you will identify members' complex financial needs, delivering exceptional personalized service and advice. Collaborating with both members and internal teams, you'll play a key role in fostering financial wellness in the community.
Key Responsibilities:
• Assess member needs and provide tailored advice
• Conduct lending interviews for comprehensive recommendations
• Ensure proper processing of various financial products
• Support branch employees with complex transactions
• Initiate efforts to build new business within the community
Requirements:
• 3-6 years of relevant financial experience
• Business-related degree or diploma desirable
• Experience with consu...