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Investment Services - Financial Services Rep I
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- Provide support to assigned Financial Consultant(s) to enhance and expand the overall penetration and participation levels of the current investment services programs.
- Work with fund companies, insurance companies, and broker/dealer, as needed, on behalf of the Financial Consultant.
- Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
- Assist the Financial Consultant in scheduling member appointments (new referrals, follow-up on old referrals, and existing account development).
- PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS : Effective oral and written communication skills to interact with and follow up on member, nonmember, branch, broker/dealer, and fund company inquiries and concerns.
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