Job Description
Become a Financial Solutions Advisor at BVCU, where you’ll create lasting member connections while delivering customized financial services. Your expertise will empower members to meet their financial goals.
This role requires you to actively engage with existing and potential members, identifying their needs and recommending comprehensive financial solutions. By understanding the full range of BVCU’s products and services, you will spearhead initiatives that not only support individual member growth but also contribute to the credit union's overall business strategy. Your participation in community and branch activities will be crucial in raising awareness and building trust.
Key Responsibilities:
• Provide personalized service based on financial profiling
• Recommend tailored credit and deposit products
• Complete and manage the lending application process
• Drive sales through engagement and referrals
• Handle loan audits and follow-up actions
Requirements:
This role requires you to actively engage with existing and potential members, identifying their needs and recommending comprehensive financial solutions. By understanding the full range of BVCU’s products and services, you will spearhead initiatives that not only support individual member growth but also contribute to the credit union's overall business strategy. Your participation in community and branch activities will be crucial in raising awareness and building trust.
Key Responsibilities:
• Provide personalized service based on financial profiling
• Recommend tailored credit and deposit products
• Complete and manage the lending application process
• Drive sales through engagement and referrals
• Handle loan audits and follow-up actions
Requirements: