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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.

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