Senior Member Advocate & Financial Counselor

30 ago - Piemonte
WEOKIE Federal Credit Union

WEOKIE Federal Credit Union is seeking a Member Advocate III (Sr.
Si candidi in fretta: consulti la descrizione completa scorrendo verso il basso per scoprire tutti i requisiti di questo ruolo.
Counselor) to deliver extraordinary service, proactively building relationships and guiding members to the right financial products and services.

Responsibilities include processing new accounts, assisting with IRA and trust accounts, and identifying referrals xysqume to save members time and money while maintaining strict compliance and risk controls.

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