24 days old

Relationship Specialist

Redstone Federal Credit Union
Huntsville, AL 35801
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  • Job Code
    R96

Job Description Summary

Provides administrative and operational support for the Financial Consultants in the Investments & Insurances department. Serves as liaison for the members by conducting inbound and outbound calls, scheduling appointments, performing account set-up and file maintenance, and coordinating referral activities.

Job Description

DISTINGUISHING CHARACTERISTICS

A Relationship Specialist Investment Services is distinguished from Registered Relationship Specialist Investment Services in that employees in the latter job perform more complex investment related administrative and operations support functions. This requires advanced knowledge of products, policies and regulations. To perform at this level a Registered Relationship Specialist Investment Services will use their knowledge gained through experience and certifications to provide service to clients or internal customers.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Coordinates brokerage office activities in support of the Financial Advisor sales force to provide meaningful activity and organizational support. Work with member/clients or prospects to address account issues; problem resolution; paperwork and documentation completion and deficiency resolution (NIGOs) as needed or instructed; handling of member/client requests.

Assist in coordinating client events; preparation of marketing and seminar materials and support the advisors efforts to market to clients and prospects; working with LPL to ensure that all marketing, client communication and seminar materials have been submitted and approved. Maintain a working knowledge of all Redstone products and services to generate referrals to and from the all business lines of Credit Union.

Prioritize calling efforts to meet weekly appointment goals; schedule annual reviews; follow-up on direct mail campaigns; problem resolution; paperwork deficiencies; member/client follow-up and other assigned calling activities which could be wide in scope.

Greets members; assesses their needs and concerns; provides general account information; documents and processes requests for new products and services.

Coordinates referral tracking and reporting for assigned investment products.

Documents and processes departmental work, including but not limited to; verifying for accuracy and completeness, performing research, scanning and filing documents and other materials, retrieving and releasing documents and records.

Performs specialized data entry to prepare a variety of standard materials, documents and reports; updates computer records and databases; completes and processes standard forms related to areas of responsibility.

Coordinates referral tracking program and reporting.

EDUCATION / EXPERIENCE

Minimum two years experience in the financial industry.

Prior brokerage or wire house administrative experience preferred.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Intermittent standing, sitting and walking.
  • Using hands repetitively to handle, feel or operate computers and other standard office equipment.
  • Reaching with hands and arms.
  • Intermittent lifting and carrying between 5 and 25 pounds.

Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability.

We are proud to be a Drug-Free and Tobacco Free Workplace.







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Posted: 2020-02-01 Expires: 2020-03-01

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Relationship Specialist

Redstone Federal Credit Union
Huntsville, AL 35801

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