Financial Services Associate (Bilingual Preferred)

Suncoast Credit Union; Tampa (FL); On-site; USD 29,000 - 44,000; Full time

Benefits offered by this job

Bonus program up to 12%

401K Matching up to 8%

Retirement Planning

Pay Increases based on Competency

Employee Loan Discounts

Flex Spending Accounts

Wellness: Medical Coverage

Job summary

Suncoast Credit Union seeks a Service Associate for Suncoast Investment Services to provide superior service and financial education to member clients. You will maintain advisors' calendars, schedule appointments, monitor notifications, assist with technology adoption, and process paperwork with accuracy.

The role requires knowledge of investment platforms, ownership mindset, and adaptability to business expansion.

Qualifications

• Must have strong customer service and financial services knowledge.

Responsibilities

• Assist advisors and maintain calendars, schedule appointments, and process paperwork.
• Educate members on investment products, services, and retirement platforms.
• Identify sales opportunities and support relationship management activities.
• Ensure trades and 403(b)/457 accounts are handled per policies and procedures.
• Maintain CRM records, generate reports, and support marketing efforts from CRM.

Skills

CRM proficiency

Relationship management

Microsoft Office

Education

SIE FINRA registration or grandfathering

Series 6 FINRA registration or must obtain within 90 days

Florida Life Insurance License within six months

Continuing Education compliance

Tools

Microsoft Office Suite

Job description

Overview

Compensation: $21.00 - $32.00 hourly based on experience and credentials

Location Type: Onsite

Position Type: Full Time

Schedule: Monday through Friday 8:30 AM – 5:30 PM

The Service Associate provides superior service and financial education to member clients of Suncoast Investment Services. Key responsibilities include maintaining advisors' calendars, scheduling appointments, monitoring notifications, assisting with technology adoption, and processing paperwork received. An ideal incumbent possesses expertise in various investment and retirement platforms, takes ownership, and adapts to business expansion.

Responsibilities

• Communicate with assigned advisors proactively to ensure member needs are being met, discuss assigned tasks, and plan for any future appointment needs


• Act as a resource for existing member clients by assisting with requests via approved channels, provide timely and exceptional service, and partner with the credit union, broker/dealer, or third parties to accomplish member requests


• Collaborate with advisors to monitor books of business, account statements, and other systems to identify sales opportunities, assist with member retention, and outbound call-out campaigns as part of relationship management as needed


• Educate members on investment products, services, and financial basics to drive the utilization and adoption of key tools and resources


• Solicit and share feedback from members with internal parties to improve member experience


• Service and administer 403(b) and 457 accounts and act as a liaison between all parties involved in the account servicing workflow


• Assist members with online enrollment into their selected plan(s), educate participants on their plan, and identify opportunities to partner with their representative for more complex guidance


• Maintain knowledge and understanding of retirement plan rules


• Attend business related events to promote the program


• Ensure trades are executed and confirmed with any applicable breakpoints/sales charges as directed by advisors or members and in accordance with policies and procedures


• Establish and maintain systematic plans, monitor notifications for systematic plan issues then resolve, cancel and correct as needed with member approval


• Maintain referral database with an acceptable level in the open queue, contact all referrals within 24-48 hours, qualify and set appointments, track referral progress, enter notes, and create CRM profiles


• Provide feedback and education to referring staff as necessary


• Ensure key member client information is current by collecting and entering accurate data to build client relationship management (CRM) database systems


• Document every task, activity, and member interaction in CRM promptly


• Generate reports and assist with marketing campaigns or other marketing activities generated from CRM


• Prepare and process paperwork and submit all documents into broker/dealer systems


• Obtain necessary documentation for In Good Order paperwork by following up with representative, member client, or broker/dealer


• Work independently and within a dynamic team environment to provide crucial support across business lines which may require cross training


• Cultivate and maintain strong working relationships with credit union staff and members


• Comply with all applicable SIS, FINRA, SEC, State of Florida, and broker/dealer laws, regulations, policies and guidelines


• Conduct business according to high standards of honesty, fairness, and integrity


• Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.

Qualifications

• High school diploma or equivalent.


• A minimum of 3 years of financial services related work experience


• SIE FINRA registration or grandfathering, Series 6 FINRA registration or must obtain such within 90 days of employment


• Florida Life Insurance License required or must obtained within six months of employment


• Must remain current on all required Continuing Education modules.


• Ability to adapt to changing business needs and maintain a positive mindset seeing growth as an opportunity


• Proficient in Microsoft Office suite


• Ability to maintain a high level of confidentiality


• Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to resolve problems and situations that may require minor adjustments to working methods.


• Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.


• Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to communicate information that requires explanation or interpretation.


• Works under moderate supervision.

Benefits

• Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts


• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage


• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO


• Community Involvement: Paid Volunteer Hours


• Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.

For more information, please visit our careers site at https://careers.suncoastcreditunion.com/