Investment Representative (Bilingual Preferred)

Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, “house” accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products.

 

o Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement.

o Proactively market and support all aspects assigned.

o Identify and develop relationships with Wholesalers.

o Identify and develop relationships with assigned departments and/or teams.

o Keep current on investment products and services offered.

o Identify and refer Members requiring in-person or more complex services to the appropriate Advisors.

o Follow through on the service and sales goals set forth by the Investment Program.

o Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives.

o Provide excellent Member service.

o Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.

o Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed.

o Provide basic financial planning for Members virtually, as needed.

o Address and solve business-related challenges as needed.

o Work with Managers to identify and leverage cross-sell opportunities.

o Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc.

o Support all product and campaign launches.

 

 

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

 

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.