Universal Financial Associate -Barrhead

We are looking for a full-time Universal Financial Associate in our Barrhead branch!

What you’ll be doing:

• Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
• Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
• Opening and reviewing new accounts, following up with members as per member service guidelines.
• Preparing and entering loan application information.
• Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
• Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
• With accuracy, processing member transactions such as deposits, withdrawals,...