Member Financial Relationship Advisor

An exciting opportunity awaits

We currently have an opportunity for Member Financial Relationship Advisor to join our team in our Lagimodiere branch. The Member Financial Relationship Advisor seeks to provide exceptional service to both existing and potential members by analyzing needs and promoting applicable SCU products and services, primarily non-cash deposit products and services. This position also seeks to manage and grow members and potential member’s investable assets while adhering to segmentation thresholds through the promotion and sales of deposit products including mutual funds offered by Aviso.

Specific Responsibilities:

• Deliver a needs-based service according to SCU’s delivery model
• Analyze financial information to understand the member’s financial needs, investment opportunities, financial goals (short and long-term) and risk tolerance levels to determine the optimal mix of products and/or services
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