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Investment Services Assistant Trainee at CEFCU - ApplyBlast

Investment Services Assistant Trainee

CEFCU

5 months ago

3.5 on Glassdoor

Peoria, IL

Onsite

Full Time

Junior

0 applicants

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About this role

Team CEFCU is hiring a member service professional to provide knowledgeable and caring financial experiences for members. This role involves pursuing regulatory licenses to transition into Registered Investment Services while managing administrative duties. Successful candidates deliver high-quality service and contribute to sales, referral, and up-sale goals within the financial industry.

Responsibilities

Provide professional and caring member service experiences
Pursue and maintain required Life and Health insurance licenses
Achieve established sales and referral goals
Transition to Registered Investment Services Assistant role
Complete continuing education and testing requirements

Skills

Qualifications

FINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

About CEFCU

cefcu.com

Headquarters

Peoria, Illinois, United States

Company Size

501-1000 employees

Founded

1937

View Profile

CEFCU (Citizens Equity First Credit Union) is a member-owned credit union headquartered in Peoria, Illinois, offering a full range of personal and business financial services. Their offerings include checking and savings accounts, home loans, vehicle loans, credit cards, personal and student loans, as well as investment and insurance products. CEFCU operates under the motto 'Not a Bank. Better.' and is committed to delivering competitive rates and community-focused financial services.