Role

Serves as a Financial Advisor responsible for providing financial planning services. Responsible for counseling clients and prospective clients about non-depository financial products/services. Must maintain a thorough knowledge of all products/services offered by the company. Must have a working knowledge of products offered by competitors.

Major Duties and Responsibilities

Responsible for promoting, selling and servicing non-depository financial products. Assist in developing direct mail solicitations.

Follow broker/dealer and insurance company policies and procedures. Maintain blotter, advertising, client, and correspondence files. Accurately complete client profile for all new clients.

Has daily account responsibility for various transactions. Conduct financial planning seminars. Visit branches to meet clients and train branch staff.

Knowledge and Skills

A minimum of one year up to three years of similar or related experience, including preparatory experience.

A high school degree or equivalent

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.

ADA Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Community First Credit Union is an EEO Employer M/F/D/V