What are the responsibilities and job description for the Account Relationship Advisor position at mfcu?
Company Overview:
MFCU is a credit union that fosters an atmosphere of belonging with no judgment, just opportunity. We empower our employees to be their best selves while helping them thrive in work and life.
Job Summary:
We are seeking a Client Engagement Specialist who has at least one year of relevant experience. The primary purpose of this position is to assist clients achieve financial freedom by delivering on our brand promise: We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed.
Main Responsibilities:
MFCU is a credit union that fosters an atmosphere of belonging with no judgment, just opportunity. We empower our employees to be their best selves while helping them thrive in work and life.
Job Summary:
We are seeking a Client Engagement Specialist who has at least one year of relevant experience. The primary purpose of this position is to assist clients achieve financial freedom by delivering on our brand promise: We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed.
Main Responsibilities:
- Deliver on Credit Union's Promises: Live out our core values in every service interaction to both internal and external clients.
- Develop Product Knowledge: Maintain an effective level of product knowledge to identify clients' financial needs and recommend appropriate Credit Union solutions.
- Sales Expectations: Actively participate in Credit Union initiatives, promotions, and achieve assigned financial service goals.
- New Accounts: Assist with opening new accounts, prepare and process documentation, and collect share deposits.
