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Strategic Portfolio Principal
Debit Card & Checking
The basic function of this position is to provide specialized strategic financial consulting services to Member-Owner credit union executives utilizing a Profit & Loss (P&L) approach to assist them in offering competitive products, services and solutions that will maximize their growth, financial returns and/or member satisfaction. The function provides comprehensive consulting on product features and pricing, marketing and sales, financial management, risk management, account management, back office operations management, and network management.