... investment vehicles in the market and the tax and securities consequences to clients with particular ... feedback to the branch employees, identified credit union executives and sales manager regarding sales ...

... investment vehicles in the market and the tax and securities consequences to clients with particular ... employees, identified credit union executives and sales manager regarding sales practices and business ...

... tax and securities consequences to clients with particular investments. Attends training and/or ... and sales manager regarding sales practices and business development initiatives. Work with Financial ...

... sales, transactions, and pertinent conversations are documented. Keep prospectus and sales literature stocked and current. Compile monthly activity and sales reports for Via Credit Union as ...

... investment vehicles in the market and the tax and securities consequences to clients with particular ... employees, identified credit union executives and sales manager regarding sales practices, and business ...