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Redwood Credit Union · 13 hours ago

Investment Representative

Napa, CA

Full-time

Onsite

Entry Level

$38/hr - $50/hr

1+ years exp

Redwood Credit Union is seeking an Investment Representative who will focus on virtual channels to provide exceptional personalized service and investment products to members. The role involves assessing financial goals, developing investment strategies, and maintaining relationships with members and team members.

Finance

Growth Opportunities

No H1B

Responsibilities

Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement

Proactively market and support all aspects assigned

Identify and develop relationships with Wholesalers

Identify and develop relationships with assigned departments and/or teams

Keep current on investment products and services offered

Identify and refer Members requiring in-person or more complex services to the appropriate Advisors

Follow through on the service and sales goals set forth by the Investment Program

Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives

Provide excellent Member service

Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative

Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed

Provide basic financial planning for Members virtually, as needed

Address and solve business-related challenges as needed

Work with Managers to identify and leverage cross-sell opportunities

Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc

Support all product and campaign launches

Qualification

FINRA Series 7FINRA Series 63Investment knowledgeSales skillsCommunication skillsComputer proficiencyProblem-solvingConfidentiality managementRelationship buildingCritical thinkingPresentation skills

Required

Must possess basic investment knowledge

Ability to follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer

Exceptional service and sales skills, ability to independently utilize judgment, and make sound business decisions

Ability to effectively communicate verbally and in writing, with strong presentation skills utilizing video and phone

Ability to critically think, analyze situations, and solve problems

Ability to distinguish and manage confidential information, materials, and conversations

Ability to establish and maintain effective working relationships in a diverse environment

Ability to operate a personal computer and software including word processing, email, and intra/internet

FINRA Series 7 and Series 63 required. Ability to obtain a Series 66 or 65

State Life and Health Insurances licenses required

The ideal candidate has a combination of education and experience equivalent to a bachelor's degree, plus a minimum of one years' financial industry experience

Preferred

Previous experience working in credit union or community bank

Benefits

Competitive medical, dental, and vision insurance, mental health offerings

Employee performance incentive plan

Salary Advancement– Merit increase based on performance

401(k) program with employer match

Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

RCU employees are eligible for a 1% discount on all recreational or boat loan products

2% discount off Visas and LOC Loans through RCU

0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000

0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000

0% interest on garment, fitness, or home office equipment loan of up to $500

100% financing for employee purchased homes!