Job Abstract
Works closely with members to offer personalized financial advice. Grows business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Serve Your Members:Cultivate strong relationships with members by consistently using the prescribed sales process. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit uni...
Search Terms: Financial Advisor, Licensed, Financial, Advisor, County