Senior Member Advocate & Financial Counselor

02 set - Piemonte
WEOKIE Federal Credit Union

WEOKIE Federal Credit Union is seeking a Member Advocate III (Sr. 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 to save members time and money while maintaining strict compliance and risk controls.

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