financial services advisor - Carmel - beBeeCreditUnion

    beBeeCreditUnion
    beBeeCreditUnion Carmel

    2 days ago

    Job title: Relationship Representative I

    Description

    Key Responsibilities:

    • Create value by actively engaging members during account transactions while educating and advising on credit union products and services.
    • Perform member account maintenance, telephonic outbound calling to members, and engage in outreach activities to build member relationships while promoting products and services.
    • Proactively engage with members in problem-solving for their financial needs and goals.

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