Personal Banking Advisor Specializing in Strategic Financial Planning

Shape the future of personal banking as a Personal Banking Advisor, focusing on strategic financial planning and member relationship building. Enhance portfolio growth through expert financial guidance.
This full-time role offers a rewarding opportunity for seasoned financial advisors who excel in complex member interactions. You'll manage a book of business by identifying member needs and delivering comprehensive financial solutions. A solid track record of 5 years in financial services is required.
Key Responsibilities:
• Develop comprehensive strategies for assigned member portfolios
• Regularly engage with members to ascertain needs
• Maintain thorough documentation on member relationships
• Collaborate with various financial specialists for optimal solutions
• Mentor less experienced team members in financial strategies
Requirements:
• 5 years' experience in financial services
• Minimum 3 years credit and underwriting experience
• Completed CSC or ...