Member Financial Wellness Advisor

SECU Credit Union; La Vale (MD); On-site; USD 29,000 - 54,000; Full time

Benefits offered by this job

Quarterly incentives

Annual incentives

Medical, vision, dental benefits

Job summary

SECU Credit Union invites you to join as a Relationship Banker, where you’ll educate members, review relationships and help plan finances for college, home, weddings or other milestones. You’ll engage with communities at events and promote SECU products, building trusted relationships and providing meaningful guidance.

You’ll work in a member-centered environment, earn incentives, and contribute to a culture that values empathy, ethics and community impact.

Qualifications

• Consultative sales experience in a financial or banking industry.
• Proven track record of building customer loyalty and expanding financial literacy.
• Familiarity with retail banking products and services.

Responsibilities

• Consult with members about their banking needs and review existing relationships.
• Follow up with members about business loans or savings goals.
• Represent SECU at community events and promote SECU offerings.

Skills

Consultative sales experience

Financial literacy promotion

Customer relationship building

Job description

SECU Credit Union invites you to join as a Relationship Banker, where you’ll educate members, review relationships and help plan finances for college, home, weddings or other milestones. You’ll engage with communities at events and promote SECU products, building trusted relationships and providing meaningful guidance.

You’ll work in a member-centered environment, earn incentives, and contribute to a culture that values empathy, ethics and community impact.