Ent Credit Union Investment Representative in Colorado Springs, Colorado

POSITION DESCRIPTION:This position exists to provide quality financial information to members ofEnt Credit Union in a Call Center environment. The incumbent hasresponsibilities that include assisting investment representatives,completing applications, and providing member service on investment servicesrelated issues. This position will also act in an administrative capacity toassist the Director of Ent Investment Services.ESSENTIAL DUTIES AND RESPONSIBILITIES: Assist investment representatives. Provide sales support for investmentrepresentatives. Customer Service - Customer meetings. Meet with clients to assessfinancial goals, complete investment applications, and address anyinvestment needs of customers. Maintain complete documentation on potential and existing customers. Assist with training Ent employees on various investment services products. Assist with any seminars that would require an investment servicesrepresentative.EDUCATION:Associates Degree in Business or 3+ years Financial Institution Experience. Preferred: Bachelor's Degree.MINIMUM WORK EXPERIENCE:3+ years Financial Institution Experience, 2 of which must be withInvestments.TECHNICAL OR SPECIALIZED KNOWLEDGE/SKILLS:Proficiency with Microsoft Outlook, Microsoft Word, and Microsoft Powerpoint.CERTIFICATIONS:Current Series 6 FINRA License (Series 7 FINRA and Colorado Life InsuranceLicenses preferred.)PHYSICAL AND PSYCHOLOGICAL REQUIREMENTS:Must be able to sit or stand for prolonged periods of time in a climatecontrolled environment. Must be able to use fingers, hands, wrists forrepetitive tasks such as typing, using a mouse, handling paper,currency, or coin, and operating a telephone. Demands for visual andauditory acuity are typical of an office environment. Must be able tointeract via email, telephone, or in person with diplomacy, tact, andcourtesy with all members under varying circumstances. Must be able to liftup to 40 lbs. Must be able to operate a motor vehicle.Ent is an Equal Opportunity Employer/Protected Veterans/Individuals withDisabilities