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IRIS Coordinator I at FIRSTLIGHT FEDERAL CREDIT UNION

Las Cruces, New Mexico, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Mar, 26

Salary

19.97

Posted On

19 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Support, Customer Service, Cross-Selling, Financial Services, Marketing Plan, Appointment Setting, Problem Solving, Communication

Industry

Banking

Description

Job Details Level: Entry Job Location: Lohman Branch - Las Cruces, NM 88011 Position Type: Reserve (20 Hours) Education Level: High School Salary Range: $15.98 - $19.97 Hourly Job Shift: Day Job Category: Admin - Clerical Part of the of Insurance Retirement Investment Services (IRIS) team and provides coverage to various engagement centers throughout the city. The Insurance Retirement 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 (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 or three (3) years of customer service experience.

Responsibilities

The IRIS Coordinator I provides administrative support to the licensed Financial Representative and administers the IRIS Financial Services marketing plan. They are responsible for answering questions about Credit Union products and services and ensuring appointments are set up and confirmed.