• Personal Financial Consultant III (Personal…

    Copper State Credit Union (Goodyear, AZ)
    …with a strong emphasis on sales and results orientation to ensure the credit union maximizes lending and sales opportunities with members. + Interview ... skills shine? Come join the team at Copper State Credit Union ! We aren't so small that...with existing members to proactively seek new membership, increase sales opportunities and provide follow-up service with a focus… more
    Copper State Credit Union (03/31/24)
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  • Part Time Personal Financial Consultant I/II…

    Copper State Credit Union (Goodyear, AZ)
    …positive, outgoing, influential personality with a strong results orientation to ensure the credit union maximizes lending and sales opportunities with ... skills shine? Come join the team at Copper State Credit Union ! We aren't so small that...with existing members to proactively seek new memberships, increase sales opportunities and provide follow-up service. + Respond to… more
    Copper State Credit Union (05/04/24)
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  • Ancillary Sales - MIDFLORIDA Credit

    House of Blues (Tampa, FL)
    …qualities, so if this sounds like you then please read on! THE JOB MIDFLORIDA Credit Union Amphitheatre is looking for fun, energetic and music-lovin' people to ... team, from Ticketing and Venue Operations to Marketing and Sales we foster a fun and upbeat work culture...to return for full 2023 concert season. The ancillary sales team is a fun and unique position inside… more
    House of Blues (05/15/24)
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  • Sales Assistant

    Atria Wealth Solutions (Dublin, CA)
    Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Dublin, CA area. About Patelco ... Credit Union Patelco Credit ...Credit Union Patelco Credit Union is...this role, responsibilities will include providing member service and sales support for the Investment & Insurance Services group… more
    Atria Wealth Solutions (05/08/24)
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  • Sales Assistant

    Atria Wealth Solutions (Los Angeles, CA)
    Through its relationship with CUSO Financial Services, L. P. (CFS) Los Angeles Federal Credit Union is seeking a Sales Assistant to join the team in the Los ... From its early beginnings to today, Los Angeles Federal Credit Union (LAFCU) has remained a strong,... Sales Assistant, you become part of the credit union environment providing support to the… more
    Atria Wealth Solutions (03/27/24)
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  • Marketing & Communications Specialist

    Service 1st Federal Credit Union (Danville, PA)
    …of one year of similar or related experience in a marketing, public relations or sales role. Credit Union or Banking experience preferred. + Demonstrated ... to the Marketing Department to accomplish the goals/strategies set forth in the credit union 's strategic plan. Assists with implementation of promotions and… more
    Service 1st Federal Credit Union (04/14/24)
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  • Financial Advisor

    Atria Wealth Solutions (Fort Worth, TX)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... Services, LP (CFS) , in its partnership with EECU Credit Union , is seeking a Financial...and Background + Two (Three) or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (04/06/24)
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  • Financial Advisor

    Atria Wealth Solutions (Plano, TX)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... Services, LP (CFS) , in its partnership with InTouch Credit Union , is seeking a Financial Advisor...and Background + Two (Three) or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (San Francisco, CA)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... LP (CFS), in its partnership with San Francisco Fire Credit Union , is seeking a Financial Advisor...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Berkeley, CA)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... its relationship with CUSO Financial Services, LP (CFS), Patelco Credit Union is seeking a Financial Advisor...result from their financial advice. Follows through on the sales goals set forth by the Investment Program. +… more
    Atria Wealth Solutions (03/27/24)
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  • Assistant Market Manager

    Service 1st Federal Credit Union (Sunbury, PA)
    …well being. Train MSRs and promote the use of the credit union 's Member Relationship Management software ( Sales Vision) requiring MSRs to track, document ... Evaluates all branch activities to ensure they are in compliance with established credit union policies, procedures, and objectives; recommends changes to AVP or… more
    Service 1st Federal Credit Union (04/20/24)
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  • Financial Advisor

    Atria Wealth Solutions (Cambridge, MA)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... provide investment services for members of Harvard University Employees Credit Union in the Cambridge, MA area....U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Austin, TX)
    sales practices and business development initiatives to the branch employees, identified credit union executives, and sales manager. Work with Branch ... relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor...actual transactions that result from their financial advice. Meet sales goals set forth by the Investment Program and… more
    Atria Wealth Solutions (04/10/24)
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  • Financial Advisor

    Atria Wealth Solutions (Dayton, TX)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... July 30, 1935, as Magnolia Employees Beaumont Texas Federal Credit Union . It was one of the...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (04/11/24)
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  • Financial Advisor

    Atria Wealth Solutions (Shelton, WA)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... Peninsula Community Federal Credit Union , as part of its...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Battle Creek, MI)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... BlueOX Credit Union , as part of its...BlueOX Credit Union , as part of its relationship with CUSO...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Pittsburgh, PA)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... Clearview Federal Credit Union , as part of its...Clearview Federal Credit Union , as part of its relationship with CUSO...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (05/02/24)
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  • Financial Advisor

    Atria Wealth Solutions (Philadelphia, PA)
    …leads to the investment team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales ... relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Los Angeles, CA)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles,...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Shoreline, WA)
    …(includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding ... Sound Credit Union , as part of its...Sound Credit Union , as part of its relationship with CUSO...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
    Atria Wealth Solutions (03/27/24)
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