Financial Solutions Advisor

Key Responsibilities

• Deliver Exceptional Service:

  Conduct transactions, from teller functions to loan processing, with precision and efficiency.

• Provide Financial Guidance:

  Offer insightful budget counseling and financial advice tailored to individual member needs.

• Ensure Compliance:

  Follow procedures for daily operations and stay updated with regulatory requirements.

• Build Trusted Relationships:

  Act as a reliable resource, resolving issues from start to finish with professionalism and care.

• Achieve Sales Goals:

  Proactively engage in referral and cross-selling opportunities to meet and exceed sales and service targets.