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.