Zabdiel Ephraim-Ccufc

Certified Financial Specialist @Patelco Credit Union

Conduct Financial Counseling Sessions to educate members on creating budgets and spending plans and maintaining good credit Open new memberships while conducting account reviews with existing members, explain credit, and the features of products and services we provide Refer members to the appropriate branch partners to maintain a stellar member experience Respond to service request inquires through the Salesforce platform from members requesting financial guidance Turn regular and complex transactions into credit applications and referral opportunities