Financial Consultant

We are currently seeking a Full-Time Financial Consultant to join our La Orilla Branch. As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members’ financial needs. You will show adaptability and knowledge regarding all functions and processes of both the teller and platform operations.

You will identify opportunity to refer members to business services, mortgage services, home equity lending, and investment services as needed.