Registered Representative – Investment Services

Registered Representative – Investment Services

Job Code: 1209-011
Job Type : Full Time
Branch Location : Beaverton
Location: Beaverton, OR

Job Title: Registered Representative – Investment Services
Reports to: Investment Services Manager

Job Summary:

As a Registered Representative for OnPoint Community Credit Union, you will become part of the credit union environment to build and serve our membership.  We are currently hiring a Registered Representative in the Beaverton / West Side Oregon area. Our credit union serves over 250,000 members with over $3 billion in assets.  We are looking for an experienced, entrepreneurial Representative to continue to help build a successful investment program by assisting members to make sound investment and financial planning choices.

Essential Functions: 

  1. Using effective sales techniques, profiles members for investment opportunities.
  2. Proactively cross-sells and refers additional Credit Union products and services to contribute to branch goal achievement.  Supports all branch product and campaign launches.
  3. Remains aware of products, services, rates, and maturities of various investment vehicles. Keeps up to date on industry news, regulations, and new product features and offerings.
  4. Completes any required continuing education in a timely manner and maintains all required active securities or other licenses.
  5. Follows all rules and regulations set forth by the Credit Union, FINRA, SEC, and the broker/dealer.
  6. Processes account reviews on a monthly, quarterly, and annual basis. Provides regular feedback to applicable managers and/or senior managers and sales manager regarding sales practices and program performance as required.

Qualifications:

  1. FINRA Series 7 and 65/66 and state insurance licenses.  
  2. Minimum 3 years of experience in sales of investment products (ideally in a credit union or banking environment)
  3. College degree preferred
  4. Strong customer service, presentation and computers skills a must
  5. Proven exceptional sales performance.
  6. Thorough knowledge of investments.
  7. Ability to work as a member of the branch team and support Credit Union products and services as well as investment vehicles.
  8. Strong work ethic and goal orientation.
  9. Ability to make decisions and exercise prudent judgment.
  10. Strong verbal and written communication skills.

OnPoint Credit Union works through CUSO Financial Services, L.P. (CFS). CFS is a securities brokerage firm that offers credit union members full-service financial planning and investment advice. CFS works exclusively with some of the nation’s largest credit unions. To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

Visit http://onpoint.hodesiq.com/job_detail.asp?JobID=3674743&user_id= to apply.

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