Now Hiring - Citizens Equity First Credit Union - Licensed Investment Services Assistant in Peoria, IL

Full description of the position

Job Overview Assists Financial Advisors in the areas of customer service, problem resolution, and marketing to increase member satisfaction and the productivity and efficiency of the CEFCU Investment Services program. Maintains required licenses and continuing education/training. Backs-up the Investment Services Support Team as needed. Hours: Monday - Friday 8 A.M. - 4:30 P.M. Required: * High school diploma or equivalent. * Maintains FINRA Securities Industry Essentials (SIE) and Series 7 license and be able to complete continuing education/testing requirements as needed to maintain professional licenses. * Computer literacy required including knowledge of Microsoft Word, Excel, PowerPoint, and Outlook. * Excellent interpersonal and communication skills. * Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance. * Must be fingerprinted and pass FINRA's background checks. * Must sign Broker-Dealer's Registered Representative Agreement including non-solicitation clauses. * Sales support experience in investment operations. Preferred: * Associate's degree from an accredited university. * Professional experience in securities and/or insurance industries. * Experience with Customer Relationship Management (CRM) systems (including Salesforce). * Knowledge of investment and retirement products. * Proven history of meeting or exceeding established sales, referral, and up-sale goals. * Establish community involvement through local events and professional organization. * Fluency in Spanish is a plus. Job Type: Full-time Pay: From $19.71 per hour Expected hours: 40 per week Benefits: * 401(k) * Dental insurance * Health insurance * Health savings account * Life insurance * Paid time off * Retirement plan * Vision insurance Experience: * Financial concepts: 1 year (Preferred) Ability to Commute: * Peoria, IL 61615 (Preferred) Work Location: In person