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Licensed Branch Associate
ThisWay
Chester, new york
Job Details
Full-time
Full Job Description
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 reconciliation.
- Conduct teller transactions and maintain safety and security protocols.
- Ensure compliance with Credit Union policies, procedures, and regulatory requirements.
- Participate in training, development, and Credit Union initiatives.
- Uphold guiding principles and maintain consistent attendance.
Requirements
- High School Diploma, GED, or equivalent.
- Securities Industry Essentials (SIE) Certification.
- NYS Notary Public license (within 12 months of employment).
- Series 7 and 66 Certification (or ability to pass within 120 days).
- Clear background screening.
Benefits
- Access to professional development opportunities.
- Participation in Student Loan Repayment & Tuition Reimbursement Programs.
- Medical, Dental, and Vision coverage (starting at $20 per month).
- 401(k) with employer match and non-elective contribution.
- Paid time off, holidays, and community volunteer time.
- Life, Short-Term, and Long-Term Disability Insurance.
- Eligibility for discounted Loan Rates & Fees.
This partner is committed to fostering diversity and inclusion, encouraging applications from historically underrepresented communities.