• Conducts Member interviews to assess needs, risk tolerance and goals.
• Offers credit product recommendations and manages loan applications.
• Creates and manages personalized investment portfolios.
• Opens new Member accounts and grows investment portfolios.
• Proactively makes outbound calls to boost business.
• Identifies and refers Members to Commercial or Wealth Management partners.
• Manages deceased Member estates and asset disbursement.
• Resolves Member issues and escalates complex problems.
• Maintains Member files and reports to management.
• Possesses advanced knowledge of mutual funds, regulatory requirements, and Credit Union policies.
• Stays updated on national and local regulations and financial market trends.
• Keeps abreast of competitive products and market trends.
• Attends relevant industry events.
• Supports revenue generation and meets performance targets.
• Ensures compliance with regulations and procedures.
• Performs assigned duties diligently.