IRIS Coordinator

I FIRSTLIGHT FEDERAL CREDIT UNION - 3.1

Las Cruces, NM Job Details Part-time $15.98 - $19.97 an hour 1 day ago Qualifications High school diploma or GED Full Job Description 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.

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.