Member Financial Solutions Advisor

Centra Credit Union in; Columbus (IN); On-site; USD 31,000 - 45,000; Full time

Job summary

Centra Credit Union in Columbus, Indiana is seeking a Relationship Consultant at our National Road Branch. The role focuses on providing solutions and counseling for Members to create value and guide sound financial decisions.

You will handle business and consumer accounts, consumer lending including home equity and IRA’s, and participate in community events. We offer a learning path to grow skills, opportunities for advancement, and a competitive rewards package with pay starting at $27.68 per

Qualifications

• Associates degree in a related field or higher.
• 3–5 years of similar or related experience.
• Ability to educate and refer financial solutions to Members.

Responsibilities

• Counsel Members to provide education and referrals, and partner with other lines of business.
• Perform telephonic outreach to Members and build relationships through value-added promotion of products and services.

Skills

Counseling skills

Outbound calling

Lending product knowledge

Financial literacy education

Member relationship building

Education

Associate's Degree in Related Field

3-5 years of related experience

Job description

Centra Credit Union in Columbus, Indiana is seeking a Relationship Consultant at our National Road Branch. The role focuses on providing solutions and counseling for Members to create value and guide sound financial decisions.

You will handle business and consumer accounts, consumer lending including home equity and IRA’s, and participate in community events. We offer a learning path to grow skills, opportunities for advancement, and a competitive rewards package with pay starting at $27.68 per