Licensed Branch Associate
ThisWay
Latham, new york
Job Details
Full-time
Full Job Description
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 policies, and regulatory requirements.
- Participate in training, development, and embrace guiding principles.
Requirements
- High School Diploma or equivalent.
- Securities Industry Essentials (SIE) Certification.
- NYS Notary Public license within 12 months.
- Series 7 and 66 Certification or ability to pass within 120 days.
- Must pass background screening.
Benefits
- Our partner cares for employees, members, and community, fostering an inclusive workforce.
- Employee Perks include professional development training, student loan repayment, medical coverage, retirement benefits, paid time off, and more.
- Equal opportunity employer committed to diversity and inclusion.