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Investment Representative (Bilingual Required)

Redwood Credit Union
NapaOn-site2mo ago
Employment
Full-time

About the role

Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, “house” accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products.   Key Responsibilities o Identify and evaluate Member and team member needs for financi

Read the full description on the original posting.

Perks & benefits

  • 401k
  • Vision Insurance
  • Paid Time Off
  • Pension Matching
  • Equity Compensation

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