Join Cambrian Credit Union as a Digital Personal Banking Advisor, where you will provide exceptional financial advice and assist members in a remote capacity. Your role will center around building relationships while guiding members through their financial journeys.
This senior digital role requires you to understand members' needs and offer personalized product recommendations. You will manage digital leads, foster engagement, and document all interactions for an effective team approach. Collaborate to provide a seamless member experience consistently and effectively.
Key Responsibilities:
• Quickly establish rapport and understand financial needs of members
• Document all member interactions in the team CRM
• Drive sales and service excellence for Cambrian products
• Consistently meet individual and team business goals
• Facilitate member transactions including loans and account setups
Requirements:
• Minimum 3 years of experience in Financial Services
•...