Member Financial Wellness Advisor

Posted 2 days ago

commonwealthcuSan Jose (CA)

Securities, Commodities, and Financial Services Sales AgentsCredit Unions

SENIORITY

Junior

About the role

CommonWealth Central Credit Union in San Jose is seeking a full-time Financial Services Representative to help members achieve their financial goals through proactive wellness discussions and personalized service. You will assist with transactions, account openings, loans, and online banking inquiries, while also cross-selling loan protections and supporting new member onboarding. Prior credit union or bank experience is preferred. NMLS registration is required. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.