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IRIS Coordinator I at FIRSTLIGHT FEDERAL CREDIT UNION
El Paso, Texas, United States -
Full Time

Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

19.5

Posted On

06 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Administrative Support, Financial Services, Customer Service, Cross-Selling, Appointment Scheduling, Marketing Plan Administration, Product Knowledge, Communication Skills, Problem Solving, Team Support, Client Interaction, Financial Institution Experience, Time Management, Detail Orientation, Service Orientation, Organizational Skills

Industry

Banking

Description
Job Details Level: Entry Job Location: Kenworthy Branch - El Paso, TX Position Type: Full Time Education Level: High School Salary Range: $15.60 - $19.50 Hourly Job Shift: Day Job Category: Admin - Clerical Job Description Part of the of Insurance, Retirement, and Investment Services (IRIS) team and provides coverage to various engagement centers throughout the city. The Insurance, Retirement, and Investment Services (IRIS) Coordinator position requires supporting the advisor in all tasks and responsibilities related to income generating activities. The coordinator is responsible for providing administrative support to the licensed Insurance Retirement Investment Services (IRIS) Financial Representative and administers the IRIS Financial Services marketing plan. Responsible for performing a broad variety of IRIS services such answering questions regarding Credit Union’s products and services for members/non-members. Also responsible for cross-selling credit union services and assists or refers members/non-members with any questions or concerns that arise. Ensures that appointments are set up and confirmed for designated Financial Representative including share certificates maturing and annuities coming out of surrender. Job Qualifications EDUCATION/CERTIFICATION: High school diploma or equivalent. Ability to complete LPL Career Academy within one (1) year of employment. EXPERIENCE REQUIRED: One (1) year of financial institution experience required.
Responsibilities
The IRIS Coordinator I provides administrative support to the IRIS Financial Representative and assists with income-generating activities. Responsibilities include answering questions about credit union products, cross-selling services, and managing appointment schedules.