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Financial Strategist
Muskego, WI
Job Description
Corporate Central Credit Union is seeking a dynamic inside sales professional to promote our investment, deposit, and liquidity products/ services by building rapport and providing fiduciary expertise to credit union decision makers.
Summary Purpose: Proactively advise credit unions on methods to productively manage their financial services / product portfolios; develop new business and attract additional deposits from existing and future members; build rapport with and provide fiduciary expertise to credit union decision makers
Essential Duties and Responsibilities:
- Develop and maintain member investment and liquidity relationships through proactive phone contact, written correspondence and networking opportunities
- Promote awareness of investment and liquidity services through development of strategies, support materials, and educational opportunities
- Assist Business Development and Investments staff with the enhancement, customization, and marketing of financial products
Required Knowledge, Skills and Abilities:
- Knowledge and understanding of investment products and the overall financial markets
- Knowledge of and proficiency with applicable computer databases and software
- Effective communication skills, both oral and written
- Ability to effectively plan and prioritize work
- Ability to work well in a team environment and to effect positive initiatives
Education and Experience
This position requires appropriate experience in the financial services industry. Must possess, or be able to obtain, Series 7 and 63 licenses. Some travel may be required.
Summary Purpose: Proactively advise credit unions on methods to productively manage their financial services / product portfolios; develop new business and attract additional deposits from existing and future members; build rapport with and provide fiduciary expertise to credit union decision makers
Essential Duties and Responsibilities:
- Develop and maintain member investment and liquidity relationships through proactive phone contact, written correspondence and networking opportunities
- Promote awareness of investment and liquidity services through development of strategies, support materials, and educational opportunities
- Assist Business Development and Investments staff with the enhancement, customization, and marketing of financial products
Required Knowledge, Skills and Abilities:
- Knowledge and understanding of investment products and the overall financial markets
- Knowledge of and proficiency with applicable computer databases and software
- Effective communication skills, both oral and written
- Ability to effectively plan and prioritize work
- Ability to work well in a team environment and to effect positive initiatives
Education and Experience
This position requires appropriate experience in the financial services industry. Must possess, or be able to obtain, Series 7 and 63 licenses. Some travel may be required.
Special Notes/Instructions
For consideration, please submit resume and compensation requirements in confidence to: personnel@corpcu.com
Corporate Central Credit Union 6262 South Lowell Place, Muskego, WI 53150
Contact Information
For consideration, please submit resume and compensation requirements in confidence to: personnel@corpcu.com
Corporate Central Credit Union 6262 South Lowell Place, Muskego, WI 53150
Job Summary
Start Date
immediately
Employment Term and Type
Regular, Full Time
Hours per Week
40
Work Hours (i.e. shift)
8:00 - 5:00
Required Education
Some College
Required Experience
2 to 3 years
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