FirstLight Federal Credit Union · 7 hours ago
IRIS Coordinator I
FirstLight Federal Credit Union is seeking an IRIS Coordinator I to support the advisor in various income-generating activities. The role involves providing administrative support to the licensed IRIS Financial Representative and managing the IRIS Financial Services marketing plan while assisting members with their inquiries.
Financial Services
Responsibilities
Supporting the advisor in all tasks and responsibilities related to income generating activities
Providing administrative support to the licensed (IRIS) Financial Representative
Administering the IRIS Financial Services marketing plan
Performing a broad variety of IRIS services such as answering questions regarding Credit Union’s products and services for members/non-members
Cross-selling credit union services and assisting or referring members/non-members with any questions or concerns that arise
Ensuring that appointments are set up and confirmed for designated Financial Representative including share certificates maturing and annuities coming out of surrender
Qualification
Required
High school diploma or equivalent
Ability to complete LPL Career Academy within one (1) year of employment
One (1) year of financial institution experience or three (3) years of customer service experience
Company
FirstLight Federal Credit Union
FirstLight Federal is a union which provides Finance, Checking Accounts, Home Loans, Share Certificates, Online & Mobile Banking services.
Funding
Current Stage
Growth StageRecent News
Business Insider
2024-12-31
American Banker
2023-01-11
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