Community First Credit Union
The Investment Coordinator at Community First Credit Union supports branch and financial advisor teams by managing member referrals, appointments, and account processing while ensuring compliance with FINRA, SEC, and broker/dealer regulations. The role focuses on enhancing member experience through efficient service and strong relationship management.
When you bank at Community First, you own Community First. Become a member-owner today. From checking, savings, car loans, mortgages, business services & more.
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 Community First Credit Union.
Community First Credit Union didn’t post a salary, so this is our estimate from similar listings.
22% below the average for this role
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