Financial Services Specialist

2 weeks ago

Grand Rapids MI USA, United States Lake Michigan Credit Union Full time
Job Summary:

Serves as a Financial Advisor responsible for providing financial planning services to clients and prospective clients. Responsible for counseling clients and prospective clients about non-depository financial products/services. Must maintain a thorough knowledge of all products/services offered by the company. Must have a working knowledge of products offered by competitors.

Key Responsibilities:
  • Responsible for promoting, selling and servicing non-depository financial products. Assist in developing direct mail solicitations.
  • Follow broker/dealer and insurance company policies and procedures. Maintain blotter, advertising, client, and correspondence files. Accurately complete client profile for all new clients.
  • Has daily account responsibility for various transactions. Conduct financial planning seminars. Visit branches to meet clients and train branch staff.
  • Maintain required individual insurance and securities licenses, including continuing education requirements. Remains cognizant of and adheres to company policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Requirements:
  • Three years to five years of similar or related experience, including preparatory experience.
  • Bachelor's Degree in Business or a related field of study.

About Us:

We're proud of our past, thrilled with our present, and couldn't be more excited about our future. Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan. As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders. We are accountable directly to our members, and they directly share in our success - benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don't exist at traditional banks. It's about always doing what's best and right for our members - it guides everything we do. From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members. Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members' lifetime financial needs. You'll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.

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