About this role
Assistant Vice President, Private Banker at Interra Credit Union. Location: Goshen, Indiana, United States. Role: identifying prospects, managing accounts, advising members Requirements: 8+ years customer service experience in financial services, working knowledge of investments, bachelor’s degree in finance/business preferred (experience may substitute), FINRA registrations preferred, valid driver’s license, advanced Microsoft Office skills. Category: Finance and Accounting Seniority: Senior Level Tools: CORE, CRM, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: series 6, series 63, iar (65/66), state life, state health, state disability, variable Commitment: Full Time Workplace: Onsite Languages: English