unisoncu

Member Advisor

unisoncu

1 month ago
Kaukauna, Wisconsin, USA
Onsite
Full Time
Junior
0 applicants
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About this role

A Member Advisor at a credit union provides exceptional service to members, handles loan applications, cross-sells financial products, and manages member accounts while adhering to compliance standards.

Skills

Qualifications

High School Diploma2 Years Customer Service ExperienceSales-Oriented ExperienceBanking ExperienceBank Secrecy Act Compliance
unisoncu

About unisoncu

unisoncu.org

Unison Credit Union is a member-owned financial cooperative focused on serving individuals and families in its community. It offers a full suite of personal and digital banking services, including savings and checking, loans, mortgages, and online/mobile banking, with an emphasis on competitive rates and member-first service. Operating as a not-for-profit cooperative, it returns value to members through lower fees, better rates, and a focus on financial education and community support. Members elect representation to guide the organization and help shape its local impact.

About unisoncu

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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

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