Affinity Member Advisor Role in Davidson

Join the Affinity team as a Member Advisor in Davidson, where you’ll provide outstanding financial support and empower community members to achieve their financial goals.
This part-time role focuses on connecting with our members and offering expert financial advice. You’ll work closely with members, help them navigate banking services, and identify opportunities for growth in their financial futures. Your passion for community and finance will play a key role in driving positive change.
Key Responsibilities:
• Build rapport and trust with members daily
• Recommend financial products based on member needs
• Collaborate with teams to address complex financial issues
• Guide members in using digital services effectively
• Uphold Affinity’s community and cultural values
Requirements:
• Relevant post-secondary diploma or equivalent experience
• Background in financial services preferred
• Strong interpersonal and communication skills
• Passion for helpin...