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Financial Services Officer I (or II) - Woodland Hills

Overview The Financial Services Officer I (or II) is a developmental role responsible for onboarding new and deepening existing member relationships by identifying their financial needs and guiding them in selecting suitable financial products. This includes acting as an advisor to identify additional cross sell opportunities and referrals to business partners. This role is vital to continuously build and sustain new business opportunities, support Logix initiatives to serve members, work with branch