What are the responsibilities and job description for the Investment Services Representative position at Evangelical Covenant Church?

Job Description

Description :

About Our Ministry – National Covenant Properties (NCP) is a church extension fund, which operates as a financial ministry affiliate of The Evangelical Covenant Church denomination. NCP provides investment products to members of Covenant churches and offers lending solutions for local congregations as they seek to expand their facilities and ministries.

YOU INVEST. WE LEND. MINISTRY GROWS.

Summary

The Investment Services Representative will be the front-line communications specialist to resource members and affiliates of the Evangelical Covenant Church as they inquire about investment and borrowing solutions with NCP. A qualified candidate will be knowledgeable of IRAs, HSAs, and Certificate of Investments and will have experience or ability to learn basic accounting principles. This role will advance NCP’s mission by ensuring excellent service and support to our account holders, borrowers, and colleagues.

Essential Functions

Full Time; Monday through Friday; 8 : 30am -5 : 00pm in office hours; 95% of customer interaction through phone or email communication.
Engage in a professional, hospitable, and courteous manner in NCP’s electronic, phone and on occasion in-person communication. This position is the first point of contact for NCP account holders.
Expedite customer requests received by direct mail; email and phone for transactions to customer accounts including but not limited to; open new accounts, process IRA contributions and distributions, loan payments, daily deposit, on-line transaction requests, and other customer relationship needs.
Formulate, manage and maintain paperwork received through direct mail, email and from the customer on-line portal. Produce and distribute new investment letters, and general customer investment information.
Maintain office’s database and data storage systems through data entry and data filing protocols.
Utilize various office machines and computer applications to expedite daily operations, procedures, or tasks.
Manage inquiries from external account holders and internal colleagues; respond and / or direct to the appropriate NCP employee.
Support preparation of individual correspondence and / or bulk mailing projects, as well as business material and products to be used in marketing and communication efforts.
Perform general support tasks, such as collating, transcribing, organizing, creating documents, information, presentation / binders, meeting logistics and hosting, etc. in support of office operations.
Participate in skill development as assigned, such as Ascensus IRA compliance training and other professional development opportunities (some skill development opportunities may require minimal travel).
Participate in events to promote NCP products and services, as assigned (some event opportunities may require minimal travel).
Other duties as assigned by Sr. Vice President of Operations and President.

Requirements :

Education and Experience

Required : Bachelor’s degree in business, economics, finance or accounting OR equivalent combination of education and experience. Knowledge and experience in customer service, credit union; banking; and lending industry. High proficiency in computer and internet technology. Experience in or ability to learn basic accounting principles Preferred : 2-3 years in a support role, including experience in an office environment with heavy telephone and email customer service capabilities. Must currently hold or be able to pass Series 63 Securities exam (within 90 days of hire date).

Skills

Personal and demonstrated Christian faith (member or regular attender of a Covenant church preferred).

Mastery of Microsoft Office 365 applications, database data entry, salesforce customer relations management application, and web technologies.

Detail oriented, strong organization, prioritization, and time-management skills.

Excels in attention to detail with high level of accuracy in preparation of financial transactions, written documents, reports and correspondence.

A team player that ensures caring and excellent customer service to account holders.

Effectively communicates in written and verbal forms by phone, by email, by video conference, and in person.

Works well under pressure and can complete multiple tasks, with conflicting priorities and timelines. Ability to track and report progress on a wide range of tasks, simultaneously.

Ability to respond to and deal with a range of queries and requests from account holders.

Capable of managing stress by demonstrating openness to coaching, engaging in positive forms of problem solving, dealing calmly and effectively in high stress situations.

Ability to always operate with discretion and confidentiality, especially related to information security and account holder’s personal identifiable information.

Maintains flexibility in approach and adjusts actions when appropriate.

Uses critical thinking skills, applying logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to address challenges.

Self-starter, with ability to work independently.

Environment Conditions

Able to work well in a professional office setting, occasionally working evenings and weekends. Must be versatile and able to work for prolonged segments sitting or standing. Must engage frequently with office tools and equipment, such as : computer, copier, phone, web-conferencing equipment, cell communication, printers, calculators, scanners, etc. Must be able to occasionally lift or move items less than 35 lbs.

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