Derek Sears Email & Phone Number

Dublin, Oh, Us

Columbus, Ohio, United States

Columbus, Ohio Area

The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Establishing a relationship with continuous periodic reviews is an essential part of the Total-Needs Sales process. The Financial Advisor must present a professional image and cultivate a strong working relationship with Credit Union Staff, Members, and other key people involved in the credit union movement.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. KEMBA Financial Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.This representative is licensed to sell securities in the following states: OH

Clintonville, Ohio

The Branch Manager is responsible for planning and directing all branch-related activities that affect the public relations and corporate image of the Credit Union. This high-contact position requires the ability to deal effectively with Members and Associates in person, by telephone and in writing.Duties and Responsibilities:• Coordinate, supervise and effectively schedule the branch office staff and their daily activities in servicing the membership.• Provide consistent and ongoing support to the sales staff:a) Plan and conduct regular department meetings;b) Implement training as needed;c) Recognize and reward employees for achievement;d) Act as a role model and motivator;e) Provide goals and feedback to the department.• Monitor sales activity of the Credit Union and administer sales incentive programs.• Maintain and improve the quality of the Credit Union’s financial products and services.• Maintain employee time records and report any missed work, cash discrepancies or scheduled days off.• Ensure that security procedures are followed.• Develop a working knowledge of the Credit Union’s data processing system.• Oversee the branch facility:a) Ensure that supplies are adequately stocked;b) Maintain all branch office equipment including check encoders, ATMs, computers, printers, phone systems, etc.;c) Maintain office appearance, including furniture, fixtures, walkways, marketing displays/materials, etc.• Assist in development of new products/services.• Assist in other areas as directed by Credit Union management.• Develop an understanding of Credit Union history, philosophy, organization, policies and operational procedures.• On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs.

Dublin, Ohio

Gahanna, Ohio 43230

Pataskala, Ohio 43062

Canal Winchester, Ohio

Columbus,Ohio 43213

Education record

Education record

Education record