Everwise Credit Union
This role provides high-quality general financial services to credit union members, focusing on sales, relationship building, and wallet share expansion. Key duties include handling cash transactions, maintaining accounts, operating ITMs, and meeting referral and sales goals through proactive member engagement. The position also involves assisting with outbound campaigns and adhering to strict regulatory compliance policies regarding check cashing and cash control.
Everwise Credit Union in Northern IN and Southwest MI offers various account and loan products, including credit cards, mortgages and more. Explore online.
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 Everwise Credit Union.
19% below the average for this role
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