SECU

Financial Planning and Analysis

• The Financial Advisor with an investment focus is responsible for providing exemplary member service....
• Proficiently works to meet members’ financial needs by helping them to understand, obtain, and maintain financial advisory solutions as needed....
• Interacts with members in an advisory capacity....
• Develops on-going relationships with members through frequent communication and education....
• Coordinates and engages other specialists as needed....
• Provides support and guidance to newer/less experiences FAS Specialists....
• Helps train member-facing employees on financial advisory services....
• Utilizes SECU technology, marketing campaigns, lead platforms, referrals, and member branch visits....
• Works independently and successfully achieves expected activity productivity levels....
• Frequently communicates with management about activities and results within assigned area....
• Actively looks for ways to improve the overall process....
• Comply with all Credit Union policies and regulatory requirements....
• Consistently greets and assists members in a courteous, professional, and timely manner through all service channels....
• Demonstrated willingness to actively work with management team to strengthen proficiency in member service delivery....
• Ensure that proper identification of members is taking place....
• Professionally interact with other departments to facilitate member requests....
• Consistently maintains acceptable performance level based on Key Performance Indicators (KPI’s)....
• Complete all required quarterly training courses, continuing education & other training assigned by management.

Financial Advisor

• Proficiently works to meet members’ financial needs by helping them to understand, obtain, and maintain financial advisory solutions as needed to meet the members’ financial goals, objectives, and needs.
• Interacts with members in an advisory capacity, more proactively helping them to identify suitable financial products to fit their overall financial plan.
• Develops on-going relationships with members through frequent communication and education, utilizing multiple delivery channels to ensure recommended solutions remain suitable to meet their changing financial needs.
• Coordinates and engages other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
• Provides support and guidance to newer/less experienced FAS Specialists.
• Helps train member-facing employees on financial advisory services to help facilitate quality referrals.
• Utilizes SECU technology, marketing campaigns, lead platforms, referrals, and member branch visits to achieve daily activity levels that align with productivity benchmarks as communicated by management.
• Works independently and successfully achieves expected activity productivity levels as defined by management with limited need for guidance and oversight.
• Frequently communicates with management about activities and results within assigned area.

Insurance

• To provide comprehensive consultative insurance guidance and grow the local delivery of insurance services within assigned area.
• To act as an experienced auto, home, life, and annuity insurance agent in the designated territory.
• To engage personnel across all business lines and work collaboratively to establish effective referral processes and ensure member holistic financial planning needs are met.
• Responsible for life/personal lines insurance and annuity contract delivery as a member facing Insurance Specialist within SECU locations and provides light territorial support and guidance to newer Insurance specialists within the network.
• Utilizes SECU technology, marketing campaigns, lead platforms, and member branch visits to achieve daily activity levels that align with branch/territory/region insurance productivity benchmarks.
• Works independently and successfully achieves desired activity productivity levels with minimal guidance and oversight.
• Has advanced understanding of all financial advisory solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
• Proficient in determining member needs and delivering insurance solutions. Demonstrates proficiency in all insurance systems, processes, and carrier requirements.
• Demonstrates advanced insurance knowledge and articulates best practices and shares valuable feedback to management and Financial Advisory Services (FAS) leadership teams.
• Effectively builds referral networks across all business lines to ensure member insurance needs are met.

Financial Advisor

Financial Advisor

Insurance Specialist I