CUNA Mutual Group Hiring for Multicultural Financial Services Intern-Sandia Laboratory Federal Credit Union-Albuquerque, NM Job at Trabajo desde casa Full Time

• Working alongside members of the financial services Team (LFA/AFA), develop an understanding of credit union members’ financial and personal goals and understand the importance of putting the member’s needs first.
• Assist the Team as they meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
• Assist the Team to prepare for these meetings by compiling meeting materials, generating investment holding reports, assist in the preparation of needs assessments and product recommendations.
• Build strong relationships with credit union staff as well as members within the credit union,
• Assist the financial services team with the delivery-virtually and in-person-of branch seminars and ensure appropriate follow-up from these events.
• Assist as needed in the execution of the local marketing development plan.
• Assist Sales Assistants in their duties as they relate to the servicing of member/client needs, including administrative tasks including contacting members to confirm appointments and seminar reservations, tracking referrals, helping coordinate credit union staff training, take and directing member calls as needed.
• Maintain confidential member information by adhering to CBSI’s policies and procedures for data security and privacy.

• Enrollment in relevant college or university financial services or finance-related degree programs such as accounting, finance, business, financial planning, insurance, or investment management is preferred but not required
• Understand multicultural nuances. Be empathetic and appreciative of differences that may deviate from a traditional investment client profile.
• Proven oral and written communication skills. Spanish-speaking fluency is a plus.
• Self-starter eager to develop and expand knowledge
• Have a satisfactory background check
• This role will be fingerprinted for FINRA purposes.

$16.00 – $25.00

CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.