Build a strong client base with the credit union’s referral system.
Find new clients via the credit union’s member base.
TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.
Engaging with customers via inbound calls and responding to their inquiries.
Processing customer requests, including options, equities, and mutual fund trades.
Enhancing relationships with high-net-worth clients with complex service needs.
Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. They are a privately held company that values creating a work environment that attracts top talent and reflects their commitment to their associates.
Have conversations with individuals, families, or business owners about their financial goals.
Help create a game plan or roadmap to help them achieve their short-term and long-term financial goals.
Provide financial solutions, products, and services, including retirement planning, wealth accumulation, and investments.
Morrison Family Financial, a GFI Affiliate, strives to put the needs of families in the forefront of every decision made. They believe in taking an educational approach to finances and deliver expertise to people from all backgrounds, partnering with Fortune 500 companies.
Provides professional quality sales and service for customer and prospect inquiries, issues and requests.
Achieves sales targets with a focus on relevant investment products.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
BMO Financial Group is driven by a shared purpose: Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, it provides personal and commercial banking, wealth management and investment services to more than 12 million customers.
Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform.
Drive key KPIs around member engagement with the product, through phone and email interaction.
Deliver on a number of customer success responsibilities, including but not limited to proactive member outreach to drive improved platform usage.
Axial is an online M&A sourcing platform for professional acquirers and sellers of privately held small businesses. They have built a digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Wall Street Prep is the global leader in finance training, equipping professionals with the practical skills needed to thrive in investment banking, private equity, and beyond. Founded in 2004, they partner with top global banks, private equity firms, Fortune 500 companies, and leading academic institutions to deliver hands-on training through classroom workshops and self-paced online programs.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, focusing on people agenda like DEI, work/life balance, and rewarding.
Manage portfolio ensuring client’s financial condition, management’s performance and industry trends are up to corporate standards.
Responsible for ensuring all advances and loans comply with loan policy and approved structure.
Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives strengthen them and position them for success.
Consult with clients on business issues and marketing program design.
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. That’s why thousands of financial institutions look to Vericast and their 150 years of financial services expertise to help them achieve more.
Manage multiple accounts while seeking new opportunities, deepening existing client relationships, & generating incremental business
Prospect within your existing account territory to identify & qualify new opportunities, determine members of buying group, lead discovery, and demonstrating solutions to prospective clients
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people.