Description. JOB STATUS. Exempt (Non-Management). REPORTS TO. SVP of Retail Services. SUPERVISES. None. Schedule. Position eligible for hybrid work arrangement, including two days per week on-site, following initial training period. Primary Functions. Serve the financial needs of credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities prod...
Description. JOB STATUS. Non-Exempt. REPORTS TO. Assistant Branch Manager. SUPERVISES. None. . PRIMARY FUNCTIONS. Assist members with account transactions (deposits, withdrawals, transfers, payments, etc.) as well as the opening and servicing of all deposit accounts and consumer loan products. Assist in opening and servicing of Mortgages, IRAs and Business deposit or lending products, referring to management, coworkers or specialists as necessary...