IRIS Coordinator I jobs in United States
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FirstLight Federal Credit Union · 9 hours ago

IRIS Coordinator I

FirstLight Federal Credit Union is seeking an IRIS Coordinator I to support the advisor in various income-generating activities. The role involves providing administrative support to the licensed IRIS Financial Representative and managing the IRIS Financial Services marketing plan while assisting members with their inquiries.

Financial Services

Responsibilities

Supporting the advisor in all tasks and responsibilities related to income generating activities
Providing administrative support to the licensed (IRIS) Financial Representative
Administering the IRIS Financial Services marketing plan
Performing a broad variety of IRIS services such as answering questions regarding Credit Union’s products and services for members/non-members
Cross-selling credit union services and assisting or referring members/non-members with any questions or concerns that arise
Ensuring that appointments are set up and confirmed for designated Financial Representative including share certificates maturing and annuities coming out of surrender

Qualification

Financial institution experienceCustomer service experienceLPL Career AcademyAdministrative supportCross-selling

Required

High school diploma or equivalent
Ability to complete LPL Career Academy within one (1) year of employment
One (1) year of financial institution experience or three (3) years of customer service experience

Company

FirstLight Federal Credit Union

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FirstLight Federal is a union which provides Finance, Checking Accounts, Home Loans, Share Certificates, Online & Mobile Banking services.

Funding

Current Stage
Growth Stage

Leadership Team

K
Karl Murphy
President and CEO
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Company data provided by crunchbase