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CoVantage Credit Union · 1 day ago

Financial Advisor

Antigo, WI

Full-time

Hybrid

New Grad, Entry Level

CoVantage Credit Union is a top-ranked credit union in the United States, seeking a Financial Advisor to join their growing CRIS team. The role involves providing actionable financial advice to members, responding to inquiries, and delivering exceptional service while cultivating strong relationships within the community.

BankingFinancial Services

Culture & Values

Responsibilities

Conveys personal, actionable and achievable financial advice and connects members to financial products that align with their needs

Responds to member inquiries and referrals that are generated from both their own contacts and from other CoVantage strategic partners and travels to credit union branches as necessary to meet with members

Is familiar with and adheres to all aspects and provisions of company policies as they pertain to the individual’s assigned job duties

Delivers financial solutions and service to internal and external members which consistently exceeds expectations

Cultivates strong relationships with members by consistently using the prescribed sales process

Cultivates strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union