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© All Rights Reserved. ApplyBlast.com
OneAZ Credit Union
This role serves the investment and planning needs of Credit Union members by utilizing a Total-Needs Based selling approach to identify financial goals and recommend appropriate insurance and securities products. The position involves building strong relationships with members and staff, cultivating business through community involvement, and partnering with branch management to drive profitable relationships. The Financial Advisor is responsible for achieving production goals, maintaining compliance with regulatory requirements, and managing client files according to established standards.
Manage checking, savings, auto loans, mortgages, and digital banking with OneAZ Credit Union. Trusted Arizona personal banking solutions with local support.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for OneAZ Credit Union.
OneAZ Credit Union didn’t post a salary, so this is our estimate from similar listings.