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Redstone Federal Credit Union · 3 days ago

Financial Representative - Internal

Huntsville, AL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Redstone Federal Credit Union is a financial institution that provides consultative financial advice and guidance to its members. The Financial Representative role involves assessing members' financial needs, developing strategies, and monitoring their financial situations to help them achieve their financial goals.

BankingFinancial Services

Growth Opportunities

Responsibilities

Meets with members; assesses their needs and financial situations; gathers information regarding investments, asset allocation, savings, tax planning, retirement planning and estate planning; explains features of investment products offered; develops financial strategies, guides the member in establishing financial goals and matches goals to appropriate financial plans

Monitors members’ financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans

Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations

Develops and implements work plans to achieve goals and objectives; utilizes resources effectively participates in evaluating work processes and procedures to identify opportunities for improvements; prepares and maintains a variety of records and reports

Promotes the Credit Union by participating in community involvement and special events

Maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics

Delivers friendly, caring service to internal and external members

Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures

Follow all physical and online security procedures and maintain strict confidentiality of all member information

Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services

Works scheduled hours and maintains punctuality

Performs other related duties as assigned or requested

Qualification

Life & Health InsuranceSeries 7 General SecuritiesSeries 63Series 66Financial PlanningCustomer ServiceTeamworkCommunication SkillsProblem SolvingTime Management

Required

4 Year / Bachelors Degree - Business or other relevant discipline

2 Years - Progressively responsible brokerage experience

Life & Health Insurance

Series 7 General Securities

Series 63 and 65 or Series 66

Ensure all internal and external customer service practices and processes are carried out and meet quality service standards and achieve member satisfaction

Learn and apply information, on a wide range of products, services and regulatory compliance requirements, in order to assess member situations and develop solutions

Provide guidance in the resolution of complex problems utilizing advanced knowledge and experience within areas of responsibility

Lead and model RISE values and Code of Ethics through daily interactions and conduct

Promote and foster excellent member service and teamwork throughout division

Communicate in a professional manner and deliver information clearly and effectively to staff. Actively listen to questions, opinions and ideas of others. Use tact and diplomacy in sensitive and confidential situations

Use correct English including spelling, grammar and punctuation

Operate computers and use business software and other standard office equipment

Understand and follow written and oral instructions

Set priorities and manage one's own time effectively

Intermittent standing, sitting, walking, bending and climbing

Using hands repetitively to handle, feel or operate computers and other standard office equipment

Reaching with hands and arms

Intermittent lifting and carrying up to 25 pounds