Top Tech Jobs & Startup Jobs

Proactively engage members via high-volume outbound outreach to uncover financial needs, recommend advisory lending and deposit solutions, and originate home equity loans/HELOCs. Complete compliant applications, resolve issues, meet branch production targets, and maintain NMLS registration and FiCEP certification while delivering high-quality member service.

Provide personalized financial planning and investment advice to credit union members, assess financial situations, develop strategies to meet goals, monitor plan performance, educate members and staff, drive cross-selling and integration initiatives, and maintain industry knowledge and necessary licenses.