Part Time Financial Consultant Assistant Grand Rapids, MI, USA Req #515
Wednesday, October 21, 2020
Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of Michigan's largest and best managed credit unions.
The Opportunity: We are looking for a part time Financial Consultant Assistant to provide comprehensive sales, service and administrative support to our Financial Consultant in our Grand Rapids area branches.
What You'll Do:
Process documents that relate to account opening and account servicing.
Provide general administrative support using all required back office systems and procedures.
Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.
Act as liaison with branch staff in promoting Investment Services' mission, and support attainment of branch investment revenue goals.
Promote and support Investment Services and Financial Consultant sales and marketing efforts through support functions, including direct calls and assisting branch staff in referral efforts.
Provide ongoing general coverage of Financial Consultant office in the absence of the Financial Consultant.
What You'll Need:
High school diploma or equivalent.
Two years customer service experience, financial preferred.
Current FINRA Series 6 & 63 licenses or attain licenses within 8 months of hire.
Current series 7 license preferred, or ability to attain within 24 months of hire.
Consistent positive, cooperative, self-motivated, courteous, and professional attitude.
Ability to verbally communicate appropriately with others, and appropriately respond to a supervisor.
Excellent interpersonal skills, including written and oral communication.
Demonstrated ability to work in a team-oriented environment.
Ability to use software tools for remote delivery of services.
Demonstrated ability to process documents with a high degree of accuracy and attention to detail.
What We Offer:- 401k plan match, dollar for dollar up to 4%
- 401k additional employer contribution after one year at 5%
- Vision insurance
- Wellness initiatives and reimbursements
- Pre-paid legal services plan
- Identity protection plan
- Accident supplemental plan
- Free financial planning assistance
- Numerous fun employee events throughout the year
- Volunteer and community engagement opportunities
- Discounts with local and national companies through DFCU Perks
- New employee breakfast with the President
- Service / anniversary awards
- New employee discounts for company logo wear
- Recognition and awards for outstanding team and individual performance (branch and member service center employees)
- Gain share / bonus program
- Employee referral payouts for recruiting your friends and family
- Part time benefit supplement pay
- Paid lunch time
- Cash incentives for obtaining performance goals
- Ongoing training opportunities
- Leadership development program
- Flexible scheduling for students
Equal Opportunity Employer / Disabled / Veterans
Other details
