Licensed Branch Associate

A partner in Chester, NY is seeking a Licensed Branch Associate to deliver outstanding member service, facilitate transactions, and promote investment services while maintaining adherence to safety and regulatory standards.

Responsibilities:

• Apply knowledge gained from Series 7 & 66 certifications to facilitate memberships, accounts, loans, and investment services.
• Monitor member care calls and assist with loan queues to identify cross-selling opportunities.
• Contribute to branch and individual sales targets by recommending products tailored to member needs.
• Refer members to a Financial Consultant for products surpassing assigned limits.
• Assist Wealth Management Financial Consultant with meetings, lead generation, and member education.
• Execute marketing programs, advocate product benefits, and secure sales.
• Support branch operations, including cash handling and reconciliation.
• Conduct teller transactions and maintain safety and security protocols.
• Ensure compliance with Credit Union policies, procedures, and regulatory requirements.
• Participate in training, development, and Credit Union initiatives.
• Uphold guiding principles and maintain consistent attendance.

Requirements

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

Benefits

• Access to professional development opportunities.
• Participation in Student Loan Repayment & Tuition Reimbursement Programs.
• Medical, Dental, and Vision coverage (starting at $20 per month).
• 401(k) with employer match and non-elective contribution.
• Paid time off, holidays, and community volunteer time.
• Life, Short-Term, and Long-Term Disability Insurance.
• Eligibility for discounted Loan Rates & Fees.

This partner is committed to fostering diversity and inclusion, encouraging applications from historically underrepresented communities.