- UNIFY Financial Credit Union (Camarillo, CA)
- …Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs ... analysis. Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting. Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new… more
