Deliver exceptional member service in accordance with ICCU and Idaho Central Wealth Management standards. * Engage with members both in person and virtually, nurturing new client relationships and ...
ICCU
60 Iccu Jobs Hiring Near You
Deliver exceptional member service in accordance with ICCU and Idaho Central Wealth Management standards. * Engage with members both in person and virtually, nurturing new client relationships and ...
Member Service Specialist- North Idaho Area
Hayden, ID · On-site
$19/hr
ICCU's mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors ...
Member Service Specialist- North Idaho Area
Hayden, ID · On-site
$19/hr
ICCU's mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors ...
Member Service Specialist- Magic Valley
Twin Falls, ID · On-site
$19/hr
ICCU's mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors ...
Member Service Specialist- Magic Valley
Twin Falls, ID · On-site
$19/hr
ICCU's mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors ...
Member Service Specialist- Ada County
Meridian, ID · On-site
$15.50 - $19.50/hr
ICCU's mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors ...
Member Service Specialist- Ada County
Meridian, ID · On-site
$15.50 - $19.50/hr
ICCU's mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors ...
Dealer Relationship Officer-Spokane
Spokane, WA · On-site +1
$63.59K - $95.39K/yr
Handle issues between the dealerships and ICCU quickly and in a professional manner. * Report on the success of your dealerships and the efforts you are making to grow business with those dealers.
Dealer Relationship Officer-Spokane
Spokane, WA · On-site +1
$63.59K - $95.39K/yr
Handle issues between the dealerships and ICCU quickly and in a professional manner. * Report on the success of your dealerships and the efforts you are making to grow business with those dealers.
Member Service Specialist- Moscow
Moscow, ID · On-site
$19/hr
Behaves consistently with ICCU's Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times. * Be a positive influence on creating an upbeat ...
Member Service Specialist- Moscow
Moscow, ID · On-site
$19/hr
Behaves consistently with ICCU's Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times. * Be a positive influence on creating an upbeat ...
An Internal Mortgage Loan Officer I is responsible to assist current and future members of ICCU with mortgage loan applications through the online channel, and through leads generated from the ...
An Internal Mortgage Loan Officer I is responsible to assist current and future members of ICCU with mortgage loan applications through the online channel, and through leads generated from the ...
Wealth Advisor-Idaho Falls
Idaho Falls, ID · On-site
Deliver exceptional member service in accordance with ICCU and Idaho Central Wealth Management standards. * Engage with members both in person and virtually, nurturing new client relationships and ...
Wealth Advisor-Idaho Falls
Idaho Falls, ID · On-site
Deliver exceptional member service in accordance with ICCU and Idaho Central Wealth Management standards. * Engage with members both in person and virtually, nurturing new client relationships and ...
Business Relationship Intern
Chubbuck, ID · On-site
Program Overview The Business Relationship Internship is a structured, 10-week summer program designed to provide hands-on exposure to ICCU's business banking model, sales approach, and member ...
Business Relationship Intern
Chubbuck, ID · On-site
Program Overview The Business Relationship Internship is a structured, 10-week summer program designed to provide hands-on exposure to ICCU's business banking model, sales approach, and member ...
Digital Experience System Analyst- Meridian or Chubbuck
Chubbuck, ID · On-site
$96.80K - $114.50K/yr
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other ...
Digital Experience System Analyst- Meridian or Chubbuck
Chubbuck, ID · On-site
$96.80K - $114.50K/yr
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other ...
Operations Support Assistant
Chubbuck, ID · On-site
And More About ICCU: Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and ...
Operations Support Assistant
Chubbuck, ID · On-site
And More About ICCU: Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and ...
PT Member Service Specialist - Riverside
Spokane, WA · On-site
$19/hr
Behaves consistently with ICCU's Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times. * Be a positive influence on creating an upbeat ...
PT Member Service Specialist - Riverside
Spokane, WA · On-site
$19/hr
Behaves consistently with ICCU's Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times. * Be a positive influence on creating an upbeat ...
Business Relationship Officer - External - Tri Cities Area
Richland, WA · On-site
$74.40K - $111.60K/yr
Active community member, participates in ICCU & Chamber sponsored events, networking groups and non-profit boards * Refer opportunities for growth in consumer products and services to branches in ...
Business Relationship Officer - External - Tri Cities Area
Richland, WA · On-site
$74.40K - $111.60K/yr
Active community member, participates in ICCU & Chamber sponsored events, networking groups and non-profit boards * Refer opportunities for growth in consumer products and services to branches in ...
Indirect Loan Processor
Chubbuck, ID · On-site
$18.50 - $24.50/hr
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU. Physical Requirements: * Perform tasks requiring manual dexterity (processing paperwork, filing ...
Indirect Loan Processor
Chubbuck, ID · On-site
$18.50 - $24.50/hr
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU. Physical Requirements: * Perform tasks requiring manual dexterity (processing paperwork, filing ...
Insurance Intern- Tri Cities
Kennewick, WA · On-site
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other ...
Insurance Intern- Tri Cities
Kennewick, WA · On-site
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other ...
Sr Mortgage Loan Officer - Boise
Boise, ID · On-site
Market Credit Union Mortgage products in ICCU's geographical field of membership. * Develop business and generate leads from real estate agents. * Handle applications and manage all communication ...
Sr Mortgage Loan Officer - Boise
Boise, ID · On-site
Market Credit Union Mortgage products in ICCU's geographical field of membership. * Develop business and generate leads from real estate agents. * Handle applications and manage all communication ...
Assistant Manager- Pasco (Spanish Preferred)
Pasco, WA · On-site
$25.14 - $37.71/hr
Behaves consistently with ICCU's Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times. * Be a positive influence on creating an upbeat ...
Assistant Manager- Pasco (Spanish Preferred)
Pasco, WA · On-site
$25.14 - $37.71/hr
Behaves consistently with ICCU's Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times. * Be a positive influence on creating an upbeat ...
Administrative Assistant
Chubbuck, ID · On-site
$17.75 - $23.75/hr
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU. Physical Requirements: * Perform tasks requiring manual dexterity (processing paperwork, filing ...
Administrative Assistant
Chubbuck, ID · On-site
$17.75 - $23.75/hr
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU. Physical Requirements: * Perform tasks requiring manual dexterity (processing paperwork, filing ...
Market Credit Union Mortgage products in ICCU's geographical field of membership. * Develop business and generate leads from real estate agents. * Handle applications and manage all communication ...
Market Credit Union Mortgage products in ICCU's geographical field of membership. * Develop business and generate leads from real estate agents. * Handle applications and manage all communication ...
The area of responsibility for the Intern is to assist with the ongoing maintenance and the evolution of ICCU's Business Intelligence ecosystem. This includes enterprise data warehouse data and ...
The area of responsibility for the Intern is to assist with the ongoing maintenance and the evolution of ICCU's Business Intelligence ecosystem. This includes enterprise data warehouse data and ...
ICCU Jobs Information
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 24 days ago
Job description
Primary Function: Provide individualized, highly strategic investment consulting to members of ICCU. Develop ongoing financial planning with member focus to help accomplish their goals. Partner with a skilled team on credit and other financial services to offer a full array of solutions to the members and prospects.
Duties and Responsibilities:
- Deliver exceptional member service in accordance with ICCU and Idaho Central Wealth Management standards.
- Engage with members both in person and virtually, nurturing new client relationships and managing existing ones.
- Provide comprehensive financial planning and investment advice to members.
- Service existing clients and perform periodic reviews of their financial plans and investments.
- Document the appropriateness of investment recommendations and evaluate risk tolerance.
- Stay informed about regulations impacting Financial Planning, Securities, and Insurance products.
- Maintain accurate and up-to-date client records as required by federal, state, broker/dealer, and ICWM standards.
- Refer members to Credit Union for their deposit and loan needs.
- Always comply with FINRA Rules of Fair Practice.
- Be available for travel as needed.
- Conduct market research to identify trends and opportunities for client investment strategies.
- Collaborate with team members to develop innovative financial solutions for clients.
- Participate in continuing education programs to maintain professional certifications and licenses.
- Assist in the development and implementation of marketing initiatives to promote financial planning services.
- Mentor junior advisors and provide guidance on complex financial planning issues.
- Develop and implement advanced investment strategies for clients with more complex financial needs.
- Manage or establish a book of business of at least $25 million with recurring commensurate revenue.
Bachelor's degree in relevant field required. 3-6 years' experience required as a financial or investment advisor. FINRA Series 7 plus 63 & 65 or 66 securities licensing required. State of Idaho - Life, Health and Disability Insurance licenses are also required. Experience in a financial institution environment preferred. Must maintain a high standard of work ethic and relationships with members and team members. Highly self-motivated, creative, goal-oriented, and results-driven with an entrepreneurial spirit. Can deliver a unique member experience. Master at building relationships with members. Must comply with FINRA and SEC guidelines and regulations. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and through conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.
Performance Standard:
Must maintain a high standard of work ethic and relationships with members and team members. Highly self-motivated, creative, goal oriented and results driven with an entrepreneurial spirit. Can deliver a unique member experience. Master at building relationships with members. Must comply with FINRA and SEC guidelines and regulations. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and through conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.
Physical Requirements:
- Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).
- Sit for extended periods of time.
- Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.
- Repetitive motion using wrists, hands, and fingers.
- Reach keyboards.
- Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).
- Competitive Pay
- Medical, Dental, & Vision Insurance
- Generous Paid Time Off
- Paid Holidays
- Matching 401K AND Pension
- Tuition Reimbursement
- Employee Assistance Program
- Employee Wellness Program
- Paid Group Life and Disability Insurance
- Awesome Culture
- And More
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at ICCU to obtain employment.
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.