Financial Services Representative

4 days ago


Columbus, Ohio, United States KEMBA Financial Credit Union Full time
Job Title: Junior Financial Advisor

Job Summary:

The Junior Financial Advisor is a key member of our team, responsible for providing exceptional financial services to our members. This role requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities:
  • Client Relationships: Build and maintain strong relationships with existing clients, providing personalized financial advice and guidance.
  • Financial Analysis: Conduct thorough financial analyses to identify clients' financial goals and objectives, and recommend suitable financial products and services.
  • Product Knowledge: Stay up-to-date on our financial products and services, including insurance, securities, and retirement services.
  • Communication: Effectively communicate complex financial information to clients, ensuring they understand their options and make informed decisions.
  • Team Collaboration: Work closely with other team members to achieve business objectives and provide exceptional customer service.
Requirements:
  • FINRA Licenses: Series 7 and 66, and Life, Accident, Health & Insurance licenses.
  • Experience: Two years of sales experience in the financial services industry, preferably in a bank or credit union.
  • Education: College degree preferred.
  • Skills: Strong customer service, communication, and presentation skills.
Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.



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