Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Role:
Knowledge and Skills:
Experience | One month to twelve months of similar or related experience. |
Education | A high school education or GED. |
Interpersonal Skills | Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. |
Other Skills | 1. Strong interpersonal skills are a prerequisite necessary to the position. 2. Ability to operate general office equipment and other credit union provided equipment. 3. Must be able to operate related computer software as provided by the credit union. 4. Ability to grasp the effects of member requests as they relate to individual accounts. 5. Willingness to learn and progress within job role. 6. Ability to work as a member of a team and embrace the credit union philosophy and the credit union mission, vision, and core values. 7. Knowledge of common scam and fraud prevention practices. 8. Possess fundamental knowledge of the financial industry, including an understanding of the check clearing process along with negotiable instruments and collections. 9. Knowledge and understanding of the basic processes of other credit union departments and branches. |
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