Summary
This position is responsible for helping members achieve their long term financial goals by developing customized financial plans and making investment recommendations to support that plan.
Duties & Responsibilities
- Analyze investment strategies and make recommendations to members.
- Achieve sales / production goals to ensure revenue projections are met.
- Stay abreast of the investment tools and services available that can maximize performance.
- Ensure business activities and investment recommendations are in compliance with rules and regulations.
- Make outbound calls to members from various lead lists.
- Generate referrals from credit union employees.
- Attend credit union functions and other community meetings, as necessary.
- Promote honest and open communication throughout the credit union.
- Demonstrate behaviors that are consistent with the credit union's values, philosophies, and leadership characteristics.
- Work with other credit union departments to insure the workflow or process is providing the best service to the members.
Requirements
Education and Experience
- Bachelor's degree and two or more years experience in a related investment role is required.
- FINRA Series 7 & 66 strongly preferred.
- 63 & 65 licensing can be in place of 66.
- Previous investment experience in a bank or credit union environment is preferred.
Knowledge, Skills and Abilities
- Strong knowledge of managing financial investments and appropriate investing regulations.
- Knowledge of credit union operations.
- Strong customer service skills, including follow-up, as needed.
- Ability to apply principles of logical thinking to define problems, collect data, establish facts and draw valid conclusions.
Must be able to deal with abstract and concrete variables.
- Ability to speak effectively to groups of staff and members, as needed.
- Ability to communicate effectively in writing and orally.
- Ability to resolve interpersonal conflict and miscommunications.
- Knowledge of spreadsheet and word processing software.
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