Licensed Branch Associate
job description
Our partner seeks a Licensed Branch Associate in Latham, NY to provide superior member service and promote wealth management services through consultative sales approaches.
Responsibilities:
Utilize Series 7 &
66 certifications to support new memberships, accounts, loans, and investment services.
Monitor member care calls and assist with loan queues for cross-selling opportunities.
Contribute to branch sales goals by maintaining knowledge of products and services.
Refer members to Financial Consultant for products beyond assigned limits.
Support Wealth Management Consultant with meetings, lead generation, and member education.
Implement marketing programs and promotions, discussing features and benefits to close sales.
Support branch operations, including opening/closing, cash handling, and teller transactions.
Adhere to safety, security practices, company policies, and regulatory requirements.
Participate in training, development, and embrace guiding principles.
Requirements
High School Diploma or equivalent.
Securities Industry Essentials (SIE) Certification.
NYS Notary Public license within 12 months.
Series 7 and 66 Certification or ability to pass within 120 days.
Must pass background screening.
Benefits
Our partner cares for employees, members, and community, fostering an inclusive workforce.
Employee Perks include professional development training, student loan repayment, medical coverage, retirement benefits, paid time off, and more.
Equal opportunity employer committed to diversity and inclusion.