Financial Advisory Services Representative
State Employees' Credit Union
- # Financial Advisory Services RepresentativeApplylocations: Granite Quarrytime type: Full timeposted on: Posted Yesterdayjob requisition id: JR-15643**If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!****Purpose**To support the delivery of Financial Advisory Services in the district by helping to service existing FAS member relationships, assisting members with basic financial empowerment initiatives, and helping to introduce members to FAS solutions and products.**Dimension**This person serves as an entry-level FAS employee and helps improve the efficiency of the district by assisting with tasks that do not require licensing other than life insurance. However, this employee will ideally be interested in attaining licensing in the future as the needs of the district evolve and additional licensed representatives are needed.**Duties*** Determines member life insurance and annuity needs and delivers solutions accordingly.* Develops a good understanding of all FAS solutions to coordinate and engage with specialists as needed to ensure member needs are being met holistically.* Delivers training on FAS solutions to branch staff to aid in both improving the quality of member referrals to FAS and educating employees on how FAS solutions can help improve their own financial wellbeing.* Effectively works referrals to ensure members are connected with a qualified FAS employee.* Assists licensed investment representatives with making annual review calls and other responsibilities that do not require investment licensing.* Assists trust representatives with maintaining the EPE calendar and following up with members as needed.* Participates in community involvement events as organized by the DM (i.e. promotional presentations, member appreciation events, educational sessions, etc.)* Frequently communicates with the FAS DM about activities and results within assigned area.* Performs other tasks as assigned.**Requirements*** Must have or quickly obtain life insurance licensing* Some experience in the credit union or financial services industry is preferred.* 2+ years’ experience in a support role required for FAS Representative level. (No experience required for Associate FAS Representative level.)* Must demonstrate excellent written and verbal communication skills* Must be self-motivated.* Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union.* Must be able to quickly adapt to changes in daily work based on immediate needs.* Must have strong multi-tasking and organizational skills.* Be discreet in performance of duties and hold information about member accounts in strict confidence.* Work additional hours when necessary to execute responsibilities.* Must complete training, modules and education as directed by management.* Must be able to speak English fluently.* Must be able to cooperate and collaborate with co-workers.* Must be cordial in all interactions with members and co-workers.* Must adhere to the work schedule and attendance policy established by manager.* Regional travel required. Must possess vehicle and valid driver’s license.**Job Environment**Office setting with physical proximity to other employees.Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises.**Physical Demands**Must be able to comprehend and carry out verbal and written instructions.Sits 50%, walk 25%, and stands 25% of the time.Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.Use hands and fingers to press telephone key pad and lift telephone receiver.Must be able to comprehend phone calls.Must be able to communicate clearly in answering members questions.Must listen well to ascertain the services needed by each member.Climbing stairs may be necessary in branches that are housed on more than one floor. Visual acuity is required to complete necessary documentationMust be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.***Disclaimer****State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.*
- J-18808-Ljbffr State Employees' Credit Union
Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisory Services Representative in Granite Quarry, NC vacancy
$15 - $17 per hour
...Full-Time In-Person Job Opening: Customer Service Team Member Cindy Morgan State Farm is hiring a full-time, in-person team member... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...SuggestedHourly payFull timeFor contractorsWork at office- ...businesses. Our digital HR technology and advisory solutions cater to the changing needs of... ...to educate stakeholders on our services, and provide consultative solutions to increase... ...+ employer match, adoption assistance, financial assistance, and much more. We value your...SuggestedFull timeContract workPart timeInternshipLocal area
Paychex Deutschland GmbH
Salisbury, NC3 days ago - ...The Customer Service Representative provides responsive end‑to‑end support for customer accounts by managing inquiries, processing orders, coordinating logistics, resolving issues, and maintaining strong communication across customers and internal teams. Essential...SuggestedWork at officeShift work
Innospec Inc.
Salisbury, NC4 days ago - Investment Services Office Administrator I The Investment Services Office Administrator I provides administrative support to Financial Consultants, handles routine client interactions, coordinates appointments, tracks referrals, and maintains office operations and materials...SuggestedFull timeWork at office
- ...offers excellent liberal arts and religious education programs for students designed to develop their potential for leadership and service to a global community. About Livingstone College: Livingstone College is an equal opportunity employer that employs qualified...SuggestedWork at officeLocal area
Livingstone College
Salisbury, NC3 days ago $69k
...Job Description Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers... ...and relationship-building skills Sales or customer service experience is helpful but not required Qualifications Laptop...Remote jobWork from homeFlexible hoursHMG Careers
Rockwell, NC15 days ago- ...uniforms Training & development Club Role - Presales Customer Service Here at Crunch Fitness, we strive to cultivate a culture of... ...to join our team! Job Summary The Presales Customer Service Representative role consists of creating brand awareness, distributing...Hourly payPart timeFlexible hours
- Retail Operations JobFood Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates work in stores, distribution centers, and offices across the country.Work at office
Food Lion
Salisbury, NC3 days ago $15 per hour
...Presales Customer Service Representative Here at Crunch Fitness, we strive to cultivate a culture of diversity, acceptance, empowerment, and fun. We are searching for energetic and charismatic individuals to join our team! Job Summary The Presales Customer Service...Hourly payPart time- ...retail company is seeking a Lead Sales Associate in Salisbury, NC. This entry-level position involves cash handling, exemplary customer service, and leadership in the absence of the Store Manager. Candidates should have a high school diploma and preferably some supervisory...Temporary workPart time
- ...work volume, quality, accuracy, completeness, and timeliness. Maintain a positive relationship with employees and customers as a representative of CROSSMARK. Essential Duties and Responsibilities: Counting forward reserve inventories Reconciling purchases (...Part timeImmediate startMonday to FridayWeekend work
$50k
Modern Woodmen of America in Salisbury, NC is seeking a Financial Advisor to work with individuals, families, and businesses to create financial plans. The role is supported with direct mentorship, structured onboarding, and compensation starting at $50,000 and can increase...- Join Our Team At Dick's Sporting GoodsAt DICK'S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are ...Hourly pay
DICK'S SPORTING GOODS INC
Salisbury, NC3 days ago - ...As a Customer Service Associate at Lowe's, you combine top‑notch customer service skills with genuine care for people to help customers feel comfortable while shopping. This role is ideal for those who want to engage with customers and help them solve their home improvement...Full timeLocal areaFlexible hours
Lowe's
Salisbury, NC3 days ago - Frito Lay - - Responsibilities: Deliver, sell, and merchandise FritoLay products to local stores; Drive a FritoLay truck to assigned routes; Unload orders and maintain records; Build relationships with store managers and customers to grow sales; Merchandise displays and...Local area
FRITO LAY
Salisbury, NC22 hours ago $18 per hour
...Call Center Representative LaSalle Network is hiring a Call Center Representative! Join a high-energy team based on-site in Salisbury... ...PIN code updates for all facilities Handle dispatching of service calls for retail Loss Prevention systems Call Center Representative...Remote workShift workNight shiftDay shiftAfternoon shiftThe LaSalle Network Inc
Salisbury, NC4 days ago- ...Specialist. Job Responsibilities The successful candidate for this part‑time, twelve‑month position will report to the AVP of Student Financial Services and works directly with a diverse student population to answer questions and solve problems via telephone calls, e‑mails and...Part timeWork at office
Belmont Abbey College
Salisbury, NC2 days ago - Food Lion in Salisbury, NC, seeks a retail operations associate who is dedicated to providing fast and friendly service to customers. The role requires supporting the Customer Service Manager by maintaining service standards and maximizing sales through exceptional customer...
$19 - $28.5 per hour
A major grocery retailer is seeking an Admin I to manage level 1 customer support. This role involves providing excellent customer service via phone and email, supporting store personnel, and ensuring proper service levels. Candidates should have strong writing skills,...$20.43 - $30.63 per hour
..., Giant Food, The GIANT Company, Hannaford and Stop & Shop. Ahold Delhaize USA associates support the brands with a wide range of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. Overview Responsible to manage...Immediate start$19 - $28.5 per hour
..., Giant Food, The GIANT Company, Hannaford and Stop & Shop. Ahold Delhaize USA associates support the brands with a wide range of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. Overview Responsible for managing...Immediate start- ...automotive oil change centers serving more than 2 million customers each year. Our Grease Monkey® Certified Pit Crews offer customers a service experience that is unrivaled in the automotive industry. Our highly trained technicians are certified using our proprietary Grease...Hourly payWork at officeFlexible hoursShift work
- ...Vision insurance What You’ll Do Deliver, assemble, and set up furniture in customers’ homes Provide professional, customer-focused service at every stop Load, unload, and handle merchandise safely Assist with showroom displays and store support tasks Support warehouse operations...
- ...Customer Service Associate Big Lots is seeking motivated individuals to support our Stores as we provide essential products at great values to the communities we serve. As a Big Lots Customer Service Associate you will be responsible for providing excellent customer...Flexible hoursAfternoon shift
$20.43 - $30.63 per hour
...support role in Salisbury, North Carolina. The position requires managing level 2 customer escalations while providing excellence in service to both store personnel and customers. Candidates should possess strong problem-solving skills and effective communication...Hourly pay$18 - $19 per hour
...through their purchases. The ideal candidate will have a high school diploma, strong sales abilities, and experience in retail customer service. This is a modified full-time position offering a pay range of $18.00-$19.00/hour plus commission, with competitive benefits...Full time- Paychex, based in Salisbury, North Carolina, is seeking a Sales Consultant to engage with businesses and drive revenue. Key responsibilities include achieving sales targets, managing client relationships, and utilizing Salesforce for account management. The ideal candidate...
- ...be friendly and approachable with a passion to learn Confident with the ability to build great relationships Excellent customer service skills Keyholder responsibility Strong knowledge, skills and experience in a busy environment A positive 'can do' attitude Passion...Full time
- ...responsibility is processing transactions efficiently and accurately while adhering to policies. Candidates should have 1-2 years of customer service experience, excellent communication skills, and banking systems knowledge. Join our team to build customer loyalty and help clients...
- ...It can become a career as you grow your skillset by engaging in many facets of the store through sales, food preparation & customer service. The sky is the limit for your potential to grow within Sheetz. You’ll feel your value, every day because you’ll be receiving...
Sheetz
Salisbury, NC2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisory Services Representative. Be the first to apply!
