Job Category: Retail Banking Job Description: We are currently seeking a Senior Financial Advisor to join our team.... The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range...
Job Category: Retail Banking Job Description: We are currently seeking a Financial Advisor to join our team. The... Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit...
identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor... financial advice to members or refers to appropriate advisor. Member Transactions: Processes a full range of member...
with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well... range of financial transactions Actively listen and engage clients in conversation to further understand their individual...
branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral... sales, and retain business Respond to client-initiated contact, assisting them with a full range of financial transactions...