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FirstLight Federal Credit Union · 13 hours ago

IRIS Coordinator I

Lohman Branch - Las Cruces, NM 88011

Full-time

Onsite

Entry Level

$15.98/hr - $19.97/hr

1+ years exp

FirstLight Federal Credit Union is seeking an IRIS Coordinator I to join their Insurance Retirement Investment Services (IRIS) team. The role involves providing administrative support to the licensed IRIS Financial Representative, assisting with income generating activities, and ensuring effective communication with members and non-members regarding credit union products and services.

Financial Services

Responsibilities

Provides coverage to various engagement centers throughout the city

Supports the advisor in all tasks and responsibilities related to income generating activities

Responsible for providing administrative support to the licensed (IRIS) Financial Representative and administers the IRIS Financial Services marketing plan

Performs a broad variety of IRIS services such as answering questions regarding Credit Union’s products and services for members/non-members

Responsible for cross-selling credit union services and assists or refers members/non-members with any questions or concerns that arise

Ensures that appointments are set up and confirmed for designated Financial Representative including share certificates maturing and annuities coming out of surrender