Description
We are looking for an Investment Officer to join our team in Dallas, Texas, and contribute to enhancing our relationships with credit unions while expanding our market presence. This role involves driving sales of diverse investment products and representing our organization at industry events to strengthen brand recognition. The ideal candidate will excel in building client relationships and strategically managing accounts to achieve sales goals.


Responsibilities:

• Build and nurture relationships with credit union clients to foster trust and increase business opportunities.

• Identify new prospects and effectively communicate the value of investment products to expand the client base.

• Manage assigned accounts strategically to meet individual sales targets and contribute to market growth.

• Promote investment opportunities through both virtual and in-person communication channels.

• Represent the organizatio...