About this role
The primary purpose of this role is to provide high-quality financial advice and services to meet the needs of new and existing members. This is done by actively engaging members at their first point of contact to identify their financial needs and then promoting personal banking solutions along with meeting member’s core transactional needs. The Money Advisor maintains and grows the member portfolio by identifying members’ needs and referring them to our business partners as appropriate. The successful incumbent has an entrepreneurial spirit and takes personal initiative.