- Bank of America (Union City, CA)
- Business Solutions Advisor - Union City Financial Center Union City, California **Job Description:** At Bank of America, we are guided by a common ... purpose to help make financial lives better through the power of every connection....* Referral Identification * Customer and Client Focus * Credit and Risk Assessment * Client Experience Branding *… more
- Financial Partners Credit Union (Downey, CA)
- …members to promote the financial benefits and services of the credit union , while also maintaining, deepening and nurturing relationships with existing ... **Position** : Outbound Member Advisor **Requisition ID:** : 1578 The Member Advice... financial products and services, particularly within a credit union or banking environment, would be… more
- SF Fire Credit Union (San Francisco, CA)
- Where it all began In 1951 SF Fire Credit Union first opened its doors from a modest 10′ x 15′ office space in 17 Engine. It was from those humble ... its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in...empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to… more
- United Federal Credit Union (Fernley, NV)
- …exceeding member expectations and meeting sales goals by matching the full range of Credit Union products and services with an informed understanding of members' ... Member Service Advisor Job Details Level Experienced Job Location Fernley...from being assigned as necessary) + Sell and deliver Credit Union loan, deposit, investment, business, electronic… more
- United Federal Credit Union (St. Joseph, MI)
- …responsible for consistently exceeding member expectations by matching the full range of Credit Union products and services with an informed understanding of ... 2nd Shift Member Service Advisor - Service Queue - 2nd Shift Job...resolution and account maintenance.Time:65% + Sell and deliver all Credit Union investment and convenience products and… more
- United Federal Credit Union (Reno, NV)
- …estate lending expertise through financial counseling and product awareness to Credit Union members regarding their real estate financing needs and generates ... Mortgage Advisor Job Details Level Experienced Job Location Summit...community to promote real estate loan programs. Represent the Credit Union at community real estate functions.… more
- Navy Federal Credit Union (Pensacola, FL)
- …affiliated with, and do not endorse products or services of, Navy Federal Credit Union . Equal Employment Opportunity: Navy Federal values, celebrates, and enacts ... other protected veterans. EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/Disability Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …required lending- related compliance policies and procedures. Evaluates the effectiveness of credit union controls intended to mitigate lending compliance risk ... The Lending Compliance Advisor is responsible for supporting WPCU's Compliance program's...knowledge of compliance laws and regulations, federal and state credit union regulations, industry practices and lending… more
- Atria Wealth Solutions (Greenville, SC)
- …its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the ... of the Job The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial … more
- Atria Wealth Solutions (Marion, IN)
- Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN ... positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and...financial services industry, preferably in a bank or credit union . + Technical knowledge about various… more
- Atria Wealth Solutions (Greensboro, NC)
- …its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - ... of the Job The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial … more
- Atria Wealth Solutions (San Jose, CA)
- … Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, ... Patelco Credit Union , as part of its... Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing... financial goals. + Partner closely with the credit union branch manager to create a… more
- Atria Wealth Solutions (King, NC)
- …its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the ... in one of the most unique entities of the financial industry. Allegacy Federal Credit Union...a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or… more
- Atria Wealth Solutions (Fort Worth, TX)
- …CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...planning, retirement, investment, and insurance solutions to boost the credit union financial well-being. These… more
- Atria Wealth Solutions (Plano, TX)
- … Financial Services, LP (CFS) , in its partnership with InTouch Credit Union , is seeking a Financial Advisor to provide investment and retirement ... a member until the account is closed. As a Financial Advisor your responsibilities include, but are...planning, retirement, investment, and insurance solutions to boost the credit union financial well-being. These… more
- Atria Wealth Solutions (Riverside, CA)
- … Financial Services, LP (CFS) , in its partnership with Altura Credit Union , is seeking a Financial Advisor to assume responsibility for an existing ... to maintain high standards in providing credit union members with the comprehensive financial and...Credit Union , visit www.alturacu.com. As a Financial Advisor your responsibilities include, but are… more
- Atria Wealth Solutions (Carthage, NY)
- Northern Financial Services, located at Northern Credit Union is growing! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to ... NY areas. With over $600 million in assets, Northern Credit Union is a progressive financial...solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are… more
- Atria Wealth Solutions (Philadelphia, PA)
- …its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment ... assets, over 34,000 members, and is looking for a Financial Advisor to join an established investment...financial services industry, preferably in a bank or credit union + Excellent communications skills, both… more
- Atria Wealth Solutions (Pembroke Pines, FL)
- …with CUSO Financial Services, LP (CFS) We Florida Financial Credit Union is seeking a Financial Advisor to join their team and provide investment ... strategy, there is an exciting opportunity for an experienced Financial Advisor to join the investment program...you to coordinate, communicate, advise, and execute plans for credit union Member's long term financial… more
- Atria Wealth Solutions (League City, TX)
- …its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the ... and benefits of investment products and services. About UFCU As Austin's largest locally-owned financial institution, University Federal Credit Union is a … more