If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Position Overview:
The Financial Advisory Services (FAS) Representative supports the delivery of FAS within the district by servicing existing client relationships and introducing members to FAS products and services. This role enhances efficiency by managing activities that do not require investment licensing, allowing financial advisors to focus on client relationships, prospecting, and cross-selling opportunities.
Essential Responsibilities:
- (75 %) Supports Activities for the Financial Advisor Team
- Develop a good understanding of all FAS solutions to coordinate and engage with Financial Advisors as needed to ensure client needs are being met holistically.
- Explore and promote opportunities for cross-selling of FAS products with new and existing clients across business lines.
- Effectively work referrals to ensure members are promptly connected with a qualified FAS employee.
- Assist licensed Investment Representatives by making annual review calls, processing new account packets, account maintenance, pre-meeting preparation, scheduling appointments, and other responsibilities that do not require investment licensing.
- Liaison between the Financial Advisor network and back-office to promote more efficient communication and allocation of Financial Advisor’s time.
- Assist Trust Representatives with maintaining the Estate Planning calendar and assisting with member follow-ups as needed regarding appointments.
- Develop a strong understanding and able to navigate effectively in SECU operational systems, life insurance software, NetX 360, Envestnet, and new systems as introduced in the future.
- Frequently communicate with the FAS District Manager about activities and results within assigned area.
- (10 %) Active Promotion of Financial Advisory Services
- Deliver training regarding FAS solutions to branch staff to aid in both improving the quality of member referrals to FAS and educating employees on how FAS solutions can help improve their own financial wellbeing.
- Participate in community involvement events as organized by the District Manager (i.e. promotional presentations, member appreciation events, educational sessions, etc.)
- (10 %) Product Delivery
- Prepare and deliver documents directly to clients to obtain signatures for new accounts and account servicing.
- Submit completed account documents for timely approval.
- Connect clients with the Financial Advisor for additional follow-up meetings as needed.
- (5 %) Compliance and Continuing Education
- Comply with all Credit Union policies and regulatory requirements.
- Ensure all member information remains confidential and members’ accounts are accessed for business purposes only.
- Follow all security and control procedures.
- Complete all required quarterly training courses, continuing education & other training assigned by management.
Required Education & Experience (Knowledge, Skills, & Abilities):
- High School Degree or GED
- Hold a current life insurance license or willingness to obtain
- Demonstrate excellent written and verbal communication skills
- Proficiency in all Microsoft office applications
- Aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union.
- Ability to quickly adapt to changes in daily work based on immediate needs.
- Strong multi-tasking and organizational skills.
- Discrete in performance of duties and hold information about member accounts in strict confidence.
- Ability to work additional hours when necessary to execute responsibilities.
- Ability to speak English fluently.
- Ability to adhere to the work schedule and attendance policy established by manager.
- Regional travel required. Must possess vehicle and valid driver’s license
Preferred Education & Experience (Knowledge, Skills, & Abilities):
- Experience in the credit union or financial services industry.
- Interest and motivation to obtain additional investment licenses
Job Environment & Physical Requirements:
- Office setting with physical proximity to other employees.
- Some background noise from other employees, copy machine, and telephone.
- Some aspects of job will be performed at off-site premises.
- Sits 50%, walk 25%, and stands 25% of the time.
- Climbing stairs may be necessary in MSS Centers and branches that are housed on more than one floor.
- Visual Accuity is required to complete necessary documentation.
- Must be able to lift 5 pounds.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Skills Required
- High school diploma or GED
- Current life insurance license or willingness to obtain one
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office applications
- Strong interpersonal and member relationship skills
- Ability to adapt quickly to changing daily priorities
- Strong multitasking and organizational skills
- Ability to maintain strict confidentiality of member information
- Ability to work additional hours when necessary
- Fluent English communication skills
- Ability to adhere to established work schedule and attendance policy
- Regional travel availability
- Personal vehicle and valid driver's license
- Experience in the credit union or financial services industry
- Interest and motivation to obtain additional investment licenses
SECU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.
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Retirement Support — Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
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Leave & Time Off Breadth — 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
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Healthcare Strength — Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.
SECU Insights
What We Do
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
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