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Member Financial Coach & Solutions Advisor
Job in
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listed on 2026-08-29
Listing for:
Vantage Credit Union
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales
Job Description & How to Apply Below
Vantage Credit Union is seeking a results-driven professional to proactively meet sales and production goals while contributing to branch and credit union success. You will assist members with accounts and loans, ensuring accurate documentation and timely processing.
The role emphasizes outbound calling, identifying cross-sell opportunities, and providing alternative solutions for members who do not qualify for loans or services, all while maintaining confidentiality and a strong team culture.
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