Hours:
40
Schedule:
Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs. Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.
Pay:
$29.92 per hr.
Belong to something bigger
At ESL, we have a greater purpose and so do you. It’s more than a job, it’s your unique journey.
Your Journey Begins Here
ESL has an immediate opportunity for a Financial Services Representative in our Webster office which supports the financial needs of this growing community. This key role is a hybrid position which is securities and insurance licensed and is accountable for providing guidance and financial planning advice with investment and insurance solutions as well as banking solutions to members. This position will support all 3 lines of business pertaining to retail banking which would include lending applications, new account opening, and other servicing needs.
These opportunities help to form relationships as we look to offer support and provide financial guidance to our community.The Webster office has been identified as one of ESL’s leading markets for wealth opportunities. In this role you will work closely with ESL’s wealth management team to share best practices and foster career growth. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
What You Bring With You:
Qualifications:
- Bachelor’s Degree or 4 years of directly related experience.
- In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
- FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
- FINRA Series 6 or Series 6 top off license is required.
- FINRA Series 63 license required (Series 66 will meet this requirement)
- NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
- High proficiency in building customer and peer relationships
- Strong analytical, critical thinking, problem solving and decision making abilities
- Excellent written and verbal communication skills
- Effective time management skills
- Proficient in the use of Microsoft Office applications
- Demonstrates a high degree of flexibility in support of customer needs
- Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
- Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
- Ability to build rapport with diverse member base within the community
- Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper.
We’re committed to diversity, equity, and inclusion.
ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work!
225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 800.814.5884ESL Investment Services, LLC is a subsidiary of ESL Federal Credit Union. ESL Investment Services, LLC and ESL Federal Credit Union are not insurance companies or insurance underwriters. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL Financial and its affiliates. ESL Investment Services, LLC and ESL Federal Credit Union are not affiliated with LPL Financial or its affiliates. Securities and advisory services offered through LPL Financial, member FINRA/SIPC, and a Registered Investment Advisor.
Insurance products may be offered through either ESL Investment Services, LLC or LPL Financial and/or its licensed affiliates.The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.#LI-KZ1
