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ESL Federal Credit Union · 1 day ago

Licensed Financial Services Representative - Greece Market

Rochester, NY

Full-time

Onsite

Mid Level

$31.11/hr - $31.11/hr

4+ years exp

ESL Federal Credit Union is seeking a Financial Service Representative at their Mt. Read office to support the financial needs of the community. This role involves providing guidance and financial planning advice with investment and insurance solutions while also acting as a relationship banker across multiple business lines.

BankingFinanceFinancial Services

Culture & Values

Responsibilities

Provide guidance and financial planning advice with investment and insurance solutions

Support all 3 lines of business (Retail, Business and Wealth) creating financial wellness for the community

Work closely with ESL’s wealth management team to share best practices and foster career growth

Qualification

FINRA Series 6FINRA Series 63FINRA Securities Industry EssentialsNY State Insurance LicenseFinancial services knowledgeCustomer relationship buildingAnalytical skillsMicrosoft Office proficiencyCommunication skillsTime managementFlexibilityProblem solving

Required

Bachelor's Degree or 4 years of directly related experience

In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience

FINRA Securities Industry Essentials Exam required (may have been grandfathered in)

FINRA Series 6 or Series 6 top off license is required

FINRA Series 63 license required (Series 66 will meet this requirement)

NY State Insurance License is preferred. If not licensed, achieve license within six months of hire

High proficiency in building customer and peer relationships

Strong analytical, critical thinking, problem solving and decision making abilities

Excellent written and verbal communication skills

Effective time management skills

Proficient in the use of Microsoft Office applications

Demonstrates a high degree of flexibility in support of customer needs

Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients

Previous experience with processes and paperwork to ensure efficiencies within the financial services industry

Ability to build rapport with diverse member base within the community

Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper

Benefits

Wellness program

Family assistance plan

401k with match

Paid volunteer time

Learning & Development training

Company

ESL Federal Credit Union

With 100 years of locally owned history, ESL Federal Credit Union serves as a full-service financial institution to more than 444,000 members and more than 17,500 businesses.

Founded in 1920

Rochester, New York, USA

501-1000 employees