Apple Financial Services - Sales Assistant - Innovative Company

Why Join Apple?

Apple FCU is deeply rooted in the community; we value and embrace workplace diversity. We believe our employees are our most valuable asset, so we are committed to providing professional development and assisting in career journeys. Apple FCU also offers a robust benefits package, including health; vision; dental; 401(k) contribution match; tuition reimbursement; guaranteed 11 federal holidays; paid time off; paid volunteer time; TEAM Bonus plan and much more.

Additional Workplace Highlights:

• Named Top Workplaces by the Washington Post 2023
• Named Top Workplace USA 2023
• Named American Banker Best Credit Unions to Work For 2023
• Diverse, friendly work environment, progressive management staff
• 21 branches in Northern Virginia with easy commuting distance

Role:

Under general supervision but following established policies and procedures serves as a Apple Financial Sales Assistant who will provide support to financial advisors. Must maintain a thorough knowledge of all investment products/services offered by Apple Financial Services LLC. Support two financial advisors.

Knowledge and Skills:

• Support the production of two assigned financial advisors.
• Provide the client with specific production information, research information or any other such information pertaining to securities transactions in which the client wishes to perform or is considering to perform
• Follows up on all referrals for assigned financial advisors.
• Call and schedule appointments for advisors from maturing CD list and large balance list.
• Calls Financial Advisors existing book of clients to schedule annual reviews.
• Helps financial advisors clear branch trade reports.
• Place trades as needed (must be properly licensed)
• Handle client funds and securities, including electronic fund transfer or journal from client account.
• Prepares, composes, and initiates correspondence, memoranda, presentation material and advertising for the financial advisors.
• Open accounts for new financial advisor clients as well as update client information.
• Prepare reports as needed for financial advisors (must have strong Excel skills and understand how to create formulas).
• Consistently renders exceptional member service internally and externally. Communicate with members in a positive manner both in person and/or by telephone.

Education and Experience:

• BA or BS preferred or two years of sales or service experience in financial/banking.
• Previous investment experience a plus
• Life and Health License and/or securities are required at hire date or must be obtained within two years of employment

Other Skills:

• Excellent interpersonal, written and communication skills

*** Apple Federal Credit Union values, encourages, and implements diversity in the workplace.

As an equal opportunity employer, Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.

All selected candidates will be subject to credit and background checks to determine employment eligibility. ***