Licensed Branch Associate

• Utilize Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services.
• Monitor member care calls and assist with loan queues for cross-selling opportunities.
• Contribute to branch sales goals by maintaining knowledge of products and services.
• Refer members to Financial Consultant for products beyond assigned limits.
• Support Wealth Management Consultant with meetings, lead generation, and member education.
• Implement marketing programs and promotions, discussing features and benefits to close sales.
• Support branch operations, including opening/closing, cash handling, and teller transactions.
• Adhere to safety, security practices, company policies, and regulatory requirements.
• Participate in training, development, and embrace guiding principles.

• High School Diploma or equivalent.
• Securities Industry Essentials (SIE) Certification.
• NYS Notary Public license within 12 months.
• Series 7 and 66 Certification or ability to pass within 120 days.
• Must pass background screening.

• Our partner cares for employees, members, and community, fostering an inclusive workforce.
• Employee Perks include professional development training, student loan repayment, medical coverage, retirement benefits, paid time off, and more.
• Equal opportunity employer committed to diversity and inclusion.

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