Job Title: Registered Client Services Associate - Chatsworth

At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family!

Overview:

We are seeking a dynamic Client Services Associate who is experienced in providing support to Financial Advisor(s) in the implementation of investments, insurance, operations, and sales support for clients of the Investment & Retirement Services Programs.The right candidate will have a sense of identifying sales opportunities to cross sell investment and retirement products and services, and a strong commitment to delivering best-in-class service.

Customer Service: You are a resource in identifying our member’s servicing needs and enhance member experience by providing distinctive quality service to develop long term relationships with current and potential customers in the community.

Teamwork: You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others.

Judgement : You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures and legal/regulatory requirements.

What You Will Do:

The core responsibility is the effective and efficient support of our Financial Advisor(s) in the implementation of investments, insurance, operations, and sales support for clients of the Investment & Retirement Services Programs.

Must identify and profile potential opportunities through campaigns, branch referrals, telemarketing, educational workshops and face-to-face interactions with clients/members.

Expected to maintain privacy of client account information and comply with all applicable Investment, Insurance and branch compliance and security procedures.

Acts as a champion for change within Investment Services, offering new ideas and continuously developing knowledge and processes to improve member experience.

Will assist Financial Advisors by ensuring all marketing and sales materials, applications and brochures remain current.

Responsible for notifying Financial Advisors of client appointments, daily telemarketing and sales.

Will perform a broad variety of administrative functions critical to the daily workflow and assigned sales goals of the Investment & Retirement Services department.

What We Are Looking For:

• High school graduate or equivalent
• Required to hold life insurance, FINRA, Series 7 and Series 66.
• One to three years of progressive experience in a financial institution environment
• Understanding of related legal and regulatory requirements
• Strong organizational and time management skills
• Ability to prioritize effectively, working in a fast-paced environment
• Strong oral and written communication skills
• PC Skills: Word, Excel, Microsoft office

Key words: banking, credit union, Client Services Associate

Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

EOE Veteran/Disabled

Pay Grade Info:

To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.

The base pay range for this position is: $23.00-$27.00 hourly

Perks Important to You:

Our Team Members enjoy the following rewards and benefits:

• Competitive pay
• Subsidized health care including medical, dental and vision
• FSA and HSA
• Company-Paid Life and A&D insurance
• Discounts on loans (must be a member)
• Paid Vacation, Holiday, and Sick time
• 401k Retirement Saving Plan with a 6% safe harbor employer match
• Educational Assistance Program and more!

About Us:

Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000 surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas