2 leasing professional jobs found

Liberty FCU is currently seeking a professional  Associate Wealth Advisor  to join the credit union's wealth management team (Liberty Wealth Services) located at our Burkhardt Office at 1900 Hirschland Road, Evansville, IN 47716. The successful candidate must build strong relationships and provide excellent service to members, clients, credit union staff and any affiliated company.  Applicants must have excellent written and verbal communication skills and have the ability to generate business inside and outside of the credit union membership.  Candidates must be able to work effectively in a team environment and independently.  Gaining knowledge of Liberty Wealth Services and the credit union's products and services is essential to candidates' success.  Applicants must acquire the series 7, 66, and 63 licenses as well as life and health within 6 months.  Study time and study program will be provided.  If interested, please proceed by clicking apply.   Duties and responsibilities...

WHAT YOU WILL DO EVERYDAY As a Senior Financial Analyst, you will be responsible for providing in-depth data driven financial analysis and long-range forecasting and planning of the Credit Union. Responsible for supporting the Finance Manager with deriving meaningful insights from historical performance data to drive effective decision making. Provide highly specialized financial consulting, conducts product pricing analysis and recommendations, and identifies key performance metrics and success factors. Accountable for reviewing, analyzing, and recommending the day-to-day investment and wholesale funding portfolio activities, execute the annual budget process, provide analysis to executive management, and lead both deposit and loan pricing committees. Provide analysis and recommendations that drive margin and profitability. This position is responsible for ensuring compliance with pertinent Credit Union policies.   Direct Reports: None   HOW YOU WILL MAKE...