Member Financial Advisor

The Member Financial Advisor is responsible for growing BVCU’s portfolio by developing and maintaining relationships with members and potential members to proactively meet current and future financial needs with complete member financial solutions (including memberships and accounts, a full range of lending, and investment products/services).

The Member Financial Advisor actively participates in branch and community awareness and networking activities, having expert knowledge of all credit union financial products and services, and participates in increasing awareness of BVCU and identified business growth strategies and strategic planning.

KEY AREAS OF RESPONSIBILITY

Member Experience

• Creates a positive first impression and models exceptional service delivery at every member interaction through full discussion and understanding of the member's full financial profile
• Identify member product and service gaps and recommend solutio...