Senior Financial Services Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Financial Services
Meriwest Credit Union in San Jose, CA is seeking a Senior Advice Specialist for our Virtual Branch. This full-time role focuses on delivering personalized member service across phone, email, web, and fax, while advising on products and services to strengthen relationships and drive membership growth.
You will collaborate with Meriwest Mortgage and Wealth Advisors, perform cross-selling, and guide members through loan decisions. On-site only, with a strong emphasis on sales and service excellence.
We are currently recruiting a Senior Financial Services Advisor for our team in San Jose, CA, United States.
This role, Senior Financial Services Advisor at Meriwest Credit Union, could be your next move.
Are you ready to take on the Senior Financial Services Advisor role at Meriwest Credit Union?
We would love to welcome a new Senior Financial Services Advisor to our group in San Jose, CA, United States.
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