Vision
A financially empowered community able to capitalize on a wealth of possibilities that lead to growth and prosperity for everyone.

PurposeTo treat our members like neighbors by empowering them financially so that they can create a foundation for a better life.

Values

• Advocacy: We champion our people and community with a genuine desire to make an impact in our neighbors’ lives.
• People over profits: We prioritize relationships and strive to create an organization that people can connect with so we can meet each individual neighbor where they are in life.
• Empathy: We meet people where they are and take time to understand their lifestyles to help them through their everyday challenges.
• Advancement: We listen to and value member feedback to find the root of any problems and grow from our mistakes.
• Reliability: Our words match our actions. We follow through on the promises we make.

• Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement.
• Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager.
• Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities.
• Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.
• Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)

• Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses
• Clean U-4 and Background
• Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
• Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop.
• Commitment to supporting, and contributing to, a team-oriented culture.

• Undergraduate Degree in Business, Finance, or related field
• Certified Financial Planner (CFP) designation
• Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment.
• An advanced level of performance and work ethic requiring minimum supervision.