Summary. Serves the financial needs of credit union members. Helps members identify financial goals and objectives through face-to-face financial analysis and identifies appropriate insurance and securities products to meet members’ goals and objectives. Achieves program profitability for CUNA Brokerage Services, Inc. and Franklin Mint Federal Credit Union by developing long term relationships and utilizing prescribed methods to grow business. Ke...
Summary. Accountable for overall management of the Branch ensuring that high levels of member service are maintained by all employees. Supervises, mentors and coaches employees to ensure that sales objectives are met and extraordinary member service is achieved. Responsible for the overall productivity and operational effectiveness of the Branch. Key Responsibilities. Provides oversight and direction to staff including hiring. communicating expec...
