What are the responsibilities and job description for the Customer Financial Advisor position at Heritage Financial Credit Union?
Job Description
This role involves promoting financial well-being by building, maintaining, and deepening relationships with existing and new members. The ideal candidate will provide exceptional customer service, recommend suitable solutions, and possess excellent needs-based selling skills.
- Answering member calls, addressing needs, and placing members in appropriate accounts and consumer loan products.
- Responding to digital inquiries and needs, including chat, online account and loan requests, and marketing leads.
- Proactively reaching out to new memberships to assess needs and offer additional products and services.
