BayPort Credit Union · 1 month ago
Investment Representative
Newport News, VA
Full-time
Onsite
Entry, Mid Level
2+ years expBayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members, and new clients reach their financial goals by providing them with exceptional personalized service and appropriate financial solutions. This individual will service an existing book of business while generating new clients.
BankingCredit BureauFinanceFinancial ServicesInsurance
Responsibilities
Work in a sales capacity and identify and solve the financial needs of clients by offering investment products
Identify and evaluate customer and employee needs for financial services
Design and implement those services and products that respond to client needs and which are consistent with the mission of Credit Union
Write and follow an annual business plan which includes marketing, branch development, sales goals, sales activities, client development, etc
Represent the firm in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties
Identify and develop relationships with wholesalers
Keep current on investment products and services offered
Provide periodic client account reviews
Develop and maintain long-term relationships based on trust and respect for clients, employees and members
Follow through on the sales goals set forth by the investment program
Provide regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives
Provide excellent customer service
Processes account reviews on a monthly, quarterly and yearly basis
Follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer
Address and solve business-related challenges as needed
Work with branch managers to identify and leverage cross-sell opportunities
Drive investment and credit union integration initiatives, e.g. call nights, branch training, etc
Support all product and campaign launches
Supports Company Mission and Corporate Values
Qualification
Required
A college degree
Minimum 2 years financial services industry experience
Active FINRA Series 6 or 7, 63/65 or 66 licenses and Virginia Life and Health Insurance Licenses
Exceptional sales orientation and in-depth investment knowledge
Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team
Requires professional, well-developed oral, written, and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers
Great organization skills
Strong presentation skills
Strong work ethic, self-starter
Preferred
Previous experience working in credit union or community bank environment preferred
Company
BayPort Credit Union
BayPort Credit Union is a banking institution that offers services on mobile banking, investment, lending, credit and retirement plans.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.16M2021-11-18Grant· $0.16M
Leadership Team
James Mears
President/CEO
Nancy Porter
Vice President Marketing
Recent News
2025-12-19
Company data provided by crunchbase