Account Manager III

As a specialist in lending, the Account Manager III plays an essential role on the branch team and is dedicated to assisting and advising members with their financial needs. They understand the importance of placing the right products and services in the hands of our members. Building trust and loyalty with each member interaction, the AMIII gains a deeper understanding of the members’ needs and delivers a financial solution to enhance the members financial wellbeing with a commitment to building lasting relationships. The AMIII is expected to contribute to and support growth and service excellence, as well as contribute to the Cascadia Credit Union (CCU) brand in the region as a well‑respected leader of financial solutions.

Key Duties & Responsibilities

• Develops member relationships, promotes, and completes the sale of a range of deposit products by identifying and pursuing opportunities within existing portfolio through referrals to other AMs, wealth man...