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Virtual Personal Finance Advisor

Community-Resource-Credit-Union

Community-Resource-Credit-Union is seeking a Virtual Personal Financial Officer to operate onsite in Baytown, TX. This full-time position focuses on delivering exceptional member sales and service, processing loan applications, and opening new accounts while meeting defined performance metrics. The role requires assessing member needs and recommending appropriate deposits, loans, investments, and other products, with a strong emphasis on cross-selling and regulatory compliance. #J-18808-Ljbffr Community-Resource-Credit-Union

Vacancy posted 5 days ago
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