Affinity Credit Union
The Investment Specialist role focuses on securing the financial future of members by delivering sound financial advice and making personal connections. This position involves assessing member needs, providing investment and deposit solutions, and offering foundational financial planning and portfolio management. The specialist leverages technology to enhance the member experience, drive business retention, and increase wallet share through education and demonstration.
Affinity Credit Union offers personal & business banking, loans, mortgages and investment solutions in Saskatchewan. Join our better banking movement!
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 Affinity Credit Union.
Affinity Credit Union didn’t post a salary, so this is our estimate from similar listings.
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