Member Advisor & Financial Education Advocate

SECU

Pasadena (CA)

On-site

USD 29,000 - 54,000

Full time

14 days+
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Benefits offered by this job

Paid time off
401k with company matching
Incentives
Total rewards package

Job summary

SECU in Pasadena, CA seeks a Relationship Banker to consult with members on their banking needs, review relationships, and support business loans or college and home savings planning. The role emphasizes delivering financial education and building meaningful member connections.

You will participate in community events, promote SECU products, and contribute to a culture of empathy, integrity, and service. Growth opportunities and a total rewards package accompany a strong, member-centered team.

Qualifications

  • Consultative sales experience in a financial or banking setting.
  • Proven ability to build customer loyalty and improve financial literacy and well-being.
  • Strong familiarity with retail banking products and services.

Responsibilities

  • Consult with members about banking needs and follow up on loans or accounts.
  • Promote SECU offerings and financial literacy at events or in-branch interactions.
  • Build relationships to drive member loyalty and positive community impact.

Skills

Consultative sales
Customer loyalty
Financial literacy

Job description

SECU in Pasadena, CA seeks a Relationship Banker to consult with members on their banking needs, review relationships, and support business loans or college and home savings planning. The role emphasizes delivering financial education and building meaningful member connections.

You will participate in community events, promote SECU products, and contribute to a culture of empathy, integrity, and service. Growth opportunities and a total rewards package accompany a strong, member-centered team.

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