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About the Role
Reliant Credit Union, recognized as one of Rochester's top mid-sized workplaces, is seeking a Licensed Sales Assistant to provide essential administrative support to the Investment Services team. This role involves processing member paperwork, assisting with transactions, managing correspondence, and supporting social media efforts.
Responsibilities
- Serves as the primary point of contact for client inquiries, account maintenance, and service-related issues.
- Processes and follow up on client requests, including account transfers, withdrawals, and updates.
- Schedules and confirms client meetings, prepare necessary documentation, and ensure prompt follow-up.
- Maintains accurate client records and ensure compliance with policies and regulatory standards.
- Manages calendars, correspondence, and documentation for the investment sales team.
- Processing member paperwork.
- Assisting with member transactions within their license limits.
- Processing mail.
- Following up with members.
- Assisting with social media.
- Coordinating meetings and presentations.
- Managing calendars for scheduling purposes.
Requirements
- High school diploma or equivalent is required.
- 2+ years of experience in financial services, preferably in investment sales or advisory capacity.
- Series 7, 6, 66, 63, 65, and NYS Insurance required.
- Proficiency with financial software, CRM systems, and Microsoft Office Suite.
- Accepts new technology, procedures, and methods.
- Demonstrates the ability to remain flexible, follow instructions and adapt to a changing work environment.
- Excellent oral and effective written communication skills.
- Must be well organized and willing to work independently in a multi-task environment.
- Demonstrates a high degree of attention to detail.
- Excellent interpersonal skills with the ability to motivate and influence others, to gain cooperation and trust, and to work effectively with diverse groups of people.
- The required license must be obtained within six (6) months of hire.
- Continued employment in this position is contingent upon obtaining and maintaining the appropriate licensure.
- Failure to do so may result in forfeiture of the position.
- Use of keyboard, monitor, telephone, and other standard office equipment.
- Communicate effectively in person and via telephone, video conferencing, email, and written documents.
- Access document equipment and files above and below waist levels.
- Sit and/or stand for extended periods of time.
- Candidates considered for hire are subject to credit and other employment reference checks.
Skills
- Financial software proficiency
- CRM systems proficiency
- Microsoft Office Suite proficiency
- Oral communication skills
- Written communication skills
- Organizational skills
- Attention to detail
- Interpersonal skills
- Ability to motivate and influence others
- Ability to gain cooperation and trust
- Ability to work effectively with diverse groups of people
Location
- Sodus, New York
Work Type
- Hourly
- Non-exempt
- Full-time
Experience Level
- 2+ years of experience in financial services
Education Level
- High school diploma or equivalent
Benefits
- 401k retirement plan with up to 7% match
- Paid time off including vacation, sick, federal holidays and your birthday!
- Affordable Insurances (medical, dental, vision, life) for as little as $5 a month
- Branded Apparel
About the Company
- Reliant Credit Union, ranked one of Rochester's top mid-sized workplaces nine years in a row.
Equal Opportunity
- Reliant Community Federal Credit Union is proud to be an Equal Opportunity Employer.
- If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position, contact our Human Resources department via phone at 800-724-9282 or email at careers@reliantcu.com