Lead Financial Consultant

We are currently seeking Full-Time Lead Financial Consultant to join our DeVargas Branch. As a Lead Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate, and fulfill members’ financial needs. You will refer members to Business Services, Mortgage, Home Equity Lending, Investment Services, and other internal departments, as needed while serving as a resource for technical and day-to-day operational assistance to include problem resolution and mentoring, training, and providing feedback to peers. Additionally, you may be responsible for opening/closing the branch in the absence of management, and handling member escalations.