Consumer Advisor (Temporary Full-Time - 18 month term)

Job description

Consumer Advisor We’re looking for a Consumer Advisor to join our team! This position is integral to the function of our organization, playing a critical role in our consumer advisory team. This role will manage and grow a portfolio of members in alignment with the organization’s segmentation and sales strategy with loans, deposits and applicable wealth services. By offering responsive and advisory services to members and nonmembers, the Consumer Advisor works to understand and anticipate member needs. This means understanding who their members are, what products and services they currently have, and what products and services they are likely to need in the future. The key responsibilities for this role include: Qualifications: - Provide advice to members and prospects on all aspects of consumer banking and work to ensure both our members and our organization are well represented. - Develop and maintain a deposit and loan portfolio and develop long term relationships with members. - Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the...