Licensed Branch Associate

Our partner seeks a Licensed Branch Associate in Latham, NY to provide superior member service and promote wealth management services through consultative sales approaches.

Responsibilities:

• Utilize Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services.
• Monitor member care calls and assist with loan queues for cross-selling opportunities.
• Contribute to branch sales goals by maintaining knowledge of products and services.
• Refer members to Financial Consultant for products beyond assigned limits.
• Support Wealth Management Consultant with meetings, lead generation, and member education.
• Implement marketing programs and promotions, discussing features and benefits to close sales.
• Support branch operations, including opening/closing, cash handling, and teller transactions.
• Adhere to safety, security practices, company...

A partner in Chester, NY is seeking a Licensed Branch Associate to deliver outstanding member service, facilitate transactions, and promote investment services while maintaining adherence to safety and regulatory standards.

Responsibilities:

• Apply knowledge gained from Series 7 & 66 certifications to facilitate memberships, accounts, loans, and investment services.
• Monitor member care calls and assist with loan queues to identify cross-selling opportunities.
• Contribute to branch and individual sales targets by recommending products tailored to member needs.
• Refer members to a Financial Consultant for products surpassing assigned limits.
• Assist Wealth Management Financial Consultant with meetings, lead generation, and member education.
• Execute marketing programs, advocate product benefits, and secure sales.
• Support branch operations, including cash handling and...