Investment Services Team Lead - Trust & Investments

SchoolsFirst Federal Credit Union

SchoolsFirst FCU in Santa Ana, CA, is seeking an Assistant Manager for Trust & Investment Services to lead the team and oversee day-to-day operations at the branch level. You will develop and manage relationships to meet Members' investment needs, ensure regulatory compliance, and contribute to the annual business plan and budget monitoring. The role requires FINRA Series 7 and 66, California Life & Health licenses, and strong service and sales skills. #J-18808-Ljbffr

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Vacancy posted 19 hours ago

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