Financial Planning and Analysis

• Engage members through active listening to accurately identify their financial needs and recommend appropriate products, services, or solutions.
• Process all and complete member loans, membership and deposit products that originate through walk-in traffic or outbound calls.
• Create a great member experience and solidify ACU loyalty by effectively responding to member needs with both service and sales channels.
• Manage risk scenarios by utilizing sound judgement, high ethics, and prudence built upon an extensive knowledge of ACU policies and procedures.
• Be a brand ambassador in all interactions with members, employees, ACU board members, and volunteers.
• Actively participate in all required compliance and behavioral skill training that equip one for excellent job performance
• Utilize available resources such as outbound calls, financial wellness conversations, targeted outreach campaigns and center of influence activities to capitalize on each member interaction.
• Perform additional responsibilities or projects as assigned by senior leadership or management to support branch and organizational goals.

Financial Wellness Consultant

Financial Solutions Advisor – Registration Candidate

Financial Solutions Advisor