Financial Advisor Jobs

About The Position

Requirements

• Knowledge of sales, business development, branch administration and products and services
• Knowledge of financial industry rules and regulations
• Possess proven sales and service capability
• Strong written and oral communication skills
• Strong presentational list
• Ability to understand branch financials and profitability
• Ability to provide effective leadership and guidance to staff
• Ability to integrate and communicate information on a one-on-one basis as well as in group situations and in writing
• Ability to analyze and solve problems
• Ability to interact with staff, members and others encountered in the course of work
• Ability learn and apply new information or skills
• Ability to observe and interpret people and situations
• Ability to perform highly detailed work on multiple, concurrent tasks
• Ability to use math and apply mathematical reasoning and abstract statistical concepts
• Ability to work under intensive and competing deadlines
• Minimum of 2 years of branch management experience in a financial institution
• Minimum of 3 years’ experience in the areas of platform sales, service, and operational management
• Notary certification is a requirement

Nice To Haves

• Bachelor’s Degree from an accredited college or university in relevant field and or a combination of education and experience preferred

Responsibilities

• Providing employees timely, candid, and constructive performance feedback
• Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth
• Developing the appropriate talent pool to ensure adequate bench strength and succession planning
• Recognizing and rewarding high performing employees
• Responsible for the development and attainment of sales and service goals, through development of comprehensive and measurable sales and service activities
• Lead the branch/team in new membership growth
• Act as the relationship manager for existing members providing continuing financial advice as appropriate, determining members’ loan and deposits needs and deepening existing member relationships
• Responsible for training and development new employees at their assigned Member Service Center
• Evaluate the overall effectiveness of the Member Services Centers through analysis of sales and service reports
• Communicate Member Service Center goals and service and sales expectations to all staff members
• Maintain and manage mortgage, equity, and consumer loan pipelines, resolving “prior day” issues, and complying with new account and loan audit requirements
• Provide coaching to the Member Service Center employees to ensure consistency of sales and service standards
• Utilize coaching and counseling to build and to increase sales and service and sales performance of staff members
• Conduct, comply, and monitor audit guidelines and ensuring operational integrity of the MSC
• Ensure branch operations are being properly managed
• Be involved in daily operations as needed
• Assist members with notaries, medallions, and signature guarantees
• Ensure proper coverage of the MSC by adequately staffing the branch, setting appropriately schedules for staff, and monitoring paid time off schedules, reviews timecards
• Operate the MSC as a true “profit” center with direct control of expense and revenue generation
• Provide high level support to the Regional Manager in creating a strong sales and service culture in assigned MSC
• Provide direction and support to MSC staff members to ensure proper safeguarding of assets and conformity to Credit Union policies and procedures
• Minimize Credit Union exposure to losses through appropriate risk assessment and management
• Recruit and develop top talent at all levels of the Member Service Center
• Solicit local Select Employee Groups (SEG) to increase presence within community
• Increase existing SEG penetration through lunch time visits and seminars
• Identify opportunities for brand and image campaigns and submits ideas and requests to Marketing Department
• Sponsor local community events on behalf of Kinecta Federal Credit Union
• Work in conjunction with the Communities Program Manager assisting and participating with projects and events
• Work with business partners such as Mortgage, Wealth Management and Business Services to build relationships with members for these services
• Coordinate with other Kinecta departments, including Talent development, to bring focused and specific training to MSCs as needed
• Become the subject matter expert with regards to the local community
• Gather market data regarding the local community that enables building and maintaining relationships with existing and new members
• Maintain memberships and other relationships with community organization including but not limited to Chambers of Commerce, Rotary to build relationship with new and existing members
• Engage and motivate team members on a consistent basis to increase productivity and reduce branch turnover
• Perform other duties including special projects as assigned