Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Siarhei Horbach

Financial Advisory Services Specialist
Holly Springs

Summary

Financial services professional with 12+ years of experience in financial advisory, lending, underwriting, and team leadership within the credit union industry. Manage a $2M+ book of business in Assets Under Management (AUM) while advising clients on investments, insurance, estate planning, and financial strategies. Proven expertise in financial analysis, regulatory compliance, risk assessment, and client relationship management.

Overview

14
14
years of professional experience
4
4
Certifications

Work History

Financial Advisory Services Specialist

SECU
Raleigh, NC
02.2022 - Current
  • Manage and grow a $2M+ book of business in AUM, delivering investment, insurance, estate, and trust advisory services.
  • Analyze client financial positions and recommend strategies aligned with long-term goals and risk tolerance.
  • Build client relationships through financial education, proactive outreach, and coordination with advisory partners.
  • Ensure compliance with financial regulations and institutional policies.

Senior Financial Services Officer – Team Leader

SECU
Raleigh, NC
02.2014 - 02.2022
  • Supervised Contact Center team providing lending and account support to members.
  • Resolved escalated member issues and complex financial service inquiries.
  • Evaluated and approved loan applications within Tier 5 lending authority.
  • Conducted real estate loan pre-qualification and risk assessments.

Financial Services Officer – Lending Officer

SECU
Raleigh, NC
02.2013 - 02.2014
  • Underwrote secured and unsecured loans, including auto, credit card, and personal loans.
  • Evaluated borrower creditworthiness using debt-to-income ratios, income verification, and credit scores.
  • Maintained compliance with lending policies and regulatory requirements.

Financial Services Officer

SECU
Raleigh, NC
02.2012 - 02.2013
  • Assisted members with account services, financial product guidance, and loan inquiries.
  • Supported account origination, maintenance, and financial service requests.

Education

Bachelor of Arts - Economics

University of North Carolina At Chapel Hill
12.2011

Skills

    Financial Advisory Loan Underwriting Risk Assessment Regulatory Compliance Client Relationship Management Customer support Service delivery optimization Workflow management

Certification

Investments: Series 6, 63, 65, and 7

Timeline

Financial Advisory Services Specialist

SECU
02.2022 - Current

Senior Financial Services Officer – Team Leader

SECU
02.2014 - 02.2022

Financial Services Officer – Lending Officer

SECU
02.2013 - 02.2014

Financial Services Officer

SECU
02.2012 - 02.2013

Bachelor of Arts - Economics

University of North Carolina At Chapel Hill
Siarhei HorbachFinancial Advisory Services Specialist