Develop a strong understanding and able to navigate effectively in SECU operational systems, life insurance software, NetX 360, Envestnet, and new systems as introduced in the future.
Frequently communicate with the FAS District Manager about activities and results within assigned area.
(10 %) Active Promotion of Financial Advisory Services
Deliver training regarding FAS solutions to branch staff to aid in both improving the quality of member referrals to FAS and educating employees on how FAS solutions can help improve their own financial wellbeing.
Participate in community involvement events as organized by the District Manager (i.e. promotional presentations, member appreciation events, educational sessions, etc.)
(10 %) Product Delivery
Prepare and deliver documents directly to clients to obtain signatures for new accounts and account servicing.
Submit completed account documents for timely approval.
Connect clients with the Financial Advisor for additional follow-up meetings as needed.
(5 %) Compliance and Continuing Education
Comply with all Credit Union policies and regulatory requirements.
Ensure all member information remains confidential and members’ accounts are accessed for business purposes only.
Follow all security and control procedures.
Complete all required quarterly training courses, continuing education & other training assigned by management.
Required Education & Experience (Knowledge, Skills, & Abilities)
High School Degree or GED
Hold a current life insurance license or willingness to obtain
Demonstrate excellent written and verbal communication skills
Proficiency in all Microsoft office applications
Aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union.
Ability to quickly adapt to changes in daily work based on immediate needs.
Strong multi-tasking and organizational skills.
Discrete in performance of duties and hold information about member accounts in strict confidence.
Ability to work additional hours when necessary to execute responsibilities.
Ability to speak English fluently.
Ability to adhere to the work schedule and attendance policy established by manager.
Regional travel required. Must possess vehicle and valid driver’s license
Preferred Education & Experience (Knowledge, Skills, & Abilities)
Experience in the credit union or financial services industry.
Interest and motivation to obtain additional investment licenses
Job Environment & Physical Requirements
Office setting with physical proximity to other employees.
Some background noise from other employees, copy machine, and telephone.
Some aspects of job will be performed at off-site premises.
Sits 50%, walk 25%, and stands 25% of the time.
Climbing stairs may be necessary in MSS Centers and branches that are housed on more than one floor.
Visual Accuity is required to complete necessary documentation.
Must be able to lift 5 pounds.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
