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This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted Today
Serve Your Clients 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 union staff meetings and functions and sending referrals back to the Credit Union. Meet or exceed credit union cross selling goals as esta
Posted Today
Serve Your Clients 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 union staff meetings and functions and sending referrals back to the Credit Union. Meet or exceed credit union cross selling goals as esta
Posted 6 days ago
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