Patriot Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member base in Chambersburg, PA, and the surrounding areas. Established in 1965, Patriot Federal Credit Union has over $700 million in assets and more than 70,000 members.
Patriot Federal Credit Union is headquartered in Chambersburg and is the 13th largest credit union in the state of Pennsylvania. It is also the 442nd largest credit union in the nation. To learn more, visit patriotfcu. org (http: ///) In this role, the successful candidate's key responsibilities will include working with registered representatives in assigning the servicing and transitioning a portion
of the client base, conducting regularly scheduled reviews with assigned clients to monitor client progress toward client's goals, and serving as the broker of record for select member client accounts.
The ideal candidate is someone looking to join a small but seasoned group of advisors and develop their necessary skills, ultimately to grow and develop into a Financial Advisor with a book of business and defined branch territory within 2-4 years. Responsibilities Contact assigned clients and schedule appointments to review goals. Process paperwork and trades for assigned clients. Send out review letters to assigned clients. Handle routine member inquiries; effectively work with the back-office
support personnel at vendors and broker-dealer to ensure a high degree of quality service and member satisfaction.
Report specific problems to Program Manager on an as needed basis. Set up and maintain client files with appropriate information and in accordance with FINRA compliance standards. Keep all securities and insurance licensing current through successful completion of Continuing Education Requirements. Complete weekly report of contacts made. Input financial planning data into financial planning software for registered representatives on an as needed basis. Provide research information to registered representatives on an as needed basis (i.
e. cost basis information, product research, etc. ). Service branch referrals for members with investment needs. Qualifications Minimum completion of an Associate's degree in finance, business or related field required. Minimum 3 years' experience in the financial services field. Related member service experience helpful. Proficient in MS applications such as Word, Power Point, Excel Working knowledge of financial institution products and services, as well as life insurance, annuity, and securities products. Proficient in operational procedures related to member accounts. Strong practical understanding of general economic principles relating to all aspects of personal finance.
Possess or ability to obtain Series 7, 63 and 65, Life, Accident and Health Insurance licenses within a specified period of time. Must be able to do the following: to read, to perform arithmetic operations quickly and accurately; to see details and recognize errors in numbers and spelling; to present information effectively; to work within precise limits of accuracy; to follow instructions; to accept responsibility; to be tactful and patient with others. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.
Working knowledge of financial institution products and services, as well as life insurance, annuity and securities products. Proficient in operational procedures related to member accounts. Strong practical understanding of general economic principles relating to all aspects of personal finance. Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing, and professional personality, ability to be flexible.
Possess a valid driver's license EOE Representatives are employed and registered through CFS (Member FINRA (http: //www. finra. org/) / SIPC (http: //www. sipc. org/) ). To learn more about CUSO Financial Services, LP. visit . CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. Powered by Jazz HR
are committed to creating a diverse, equitable and inclusive culture focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and advancing diverse talent where our associate population is as diverse as the communities we serve, live and work.
In addition, we work to improve our communities and our planet in a way that will make us proud for years to come because we believe the world is a brighter, happier place when everyone has access to the things that make them happy. Be a part of our Seasonal Sales Team and spread holiday cheer! In this role, you will be the face of Bath & Body Works — understanding our customers’ needs and
helping them find the best products for themselves and others. Our associates are dedicated to delivering exceptional and consistent customer experiences that positively impact sales growth in their store, and contribute to a positive, high-energy environment.
Responsibilities Deliver exceptional in-store shopping experiences Build a highly satisfied and loyal customer base through engagement, uncovering needs, making product recommendations, and gathering customer information to support continued engagement Support product replenishment activities that keep the store full and abundant Assist with floorset execution, window changes, visual presentation and marketing placement as needed
Maintain our values, policies and procedures Qualifications Qualifications & Experience Thrives in a customer first based retail environment.
Demonstrated sales and customer service results in a fast-paced environment Availability for varied weekly shifts including weekend, closing and peak periods Effective communication skills, being open to feedback and the ability to adapt quickly Education: High School Diploma or GED Certificate Core Competencies Lead with Curiosity & Humility Build High Performing Teams for Today & Tomorrow Influence & Inspire with Vision & Purpose Observe, Engage & Connect Strive to Achieve Operational Excellence Deliver Business Results Benefits We invite you to join Gingham Nation, where we invest in our associates through competitive compensation, benefits, and development opportunities, so they can continue to be their best at work, at home, and in their communities.
Benefits offered to our eligible associates include a no cost mental health and well-being program, health coverage with a variety of plans to choose from, flexible and affordable saving programs, paid time off and a merchandise discount. Visit for details. View Benefits Information (careers. /en/about-us/benefits/) The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required. We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: Los Angeles Fair Chance In Hiring Ordinance (bca. lacity. org/Uploads/fciho/Ban%20the%20Box%20Poster%20-%20Private%20Employers%2C%20as%20of%208.23.18. pdf) , Philadelphia Fair Chance Law (www.
phila. gov/media/20210423160847/Fair-Chance-Hiring-law-poster. pdf) , San Francisco Fair Chance Ordinance (sfgov. org/olse/sites/default/files/File Center/Documents/11600-Art%20%2049%20Official%20Notice%20Final%20091114. pdf). We are an equal opportunity and affirmative action employer. We do not make employment decisions based on an individual’s race, color, religion, gender, gender identity, national origin, citizenship, age, disability, interactionual orientation, marital status, pregnancy, genetic information, protected veteran status or any other legally protected status, and we comply with all laws concerning nondiscriminatory employment practices.
We are committed to providing reasonable accommodations for associates and job applicants with disabilities. Our management team is dedicated to ensuring fulfillment of this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, associate activities and general treatment during employment. We only hire individuals authorized for employment in the United States. For more details: jobs-search. org/finance_chambersburg-c445952/seasonal-retail-sales-associate-chambersburg-crossing-chambersburg_i1965834154
the start of tax season (paid training) Office Manager duties include but are not limited to: -ability to train and oversee employees -strong written and verbal communication -good organizational skills and the ability to multitask -ordering/monitoring office supplies -maintaining office cleanliness -answering telephone calls/emails and directing them to appropriate staff -offering superior customer service to each client -perform daily accounting for the office -daily communication with Area Manager by phone and /or email -work scheduled shifts and cover shift if necessary Knowledge Requirements Basic knowledge of computer, printer, and scanner Ability to multi-task and have good organizational skills
