Full-Time Financial Services Advisor at Conexus

Support members' financial goals at Conexus as a Financial Services Advisor I. Engage with customers in Rose Valley through expert advice and a variety of banking solutions.
As a full-time Financial Services Advisor I, you will guide members in achieving their financial aspirations by providing sound advice and a suite of services. Your role includes fulfilling banking needs through proactive outreach and tailored support for memberships, accounts, and investment products. By prioritizing strong member relationships, you can significantly contribute to the ongoing success of our financial community.
Key Responsibilities:
• Identify members' financial goals through active listening
• Offer tailored account and investment products
• Conduct outreach to educate members on services
• Ensure accurate and timely documentation
• Represent Conexus to enhance membership growth
Requirements:
• 1 to 2 years of advisory experience
• Sales experience is a plus
• Wor...