What are the responsibilities and job description for the Investment Officer position at Catalyst Corporate Fede?
Catalyst and Your Career
At Catalyst Corporate Federal Credit Union, our mission is to be a premier innovative corporate credit union, providing exceptional member value in an efficient, safe and sound manner.
To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way!
The Work Itself
The primary duty of this position is to build, maintain, and expand existing relationships with credit unions as well as establish new relationships to support the sale of investments to Catalyst clients and prospects. The Investment Officer is responsible for cultivating and managing relationships of assigned accounts with the goal of increasing market share within each account, growing overall industry market share for Catalyst and achieving the individual sales goals set by management. Investments include fixed income securities, certificates of deposits, private placements of subordinated debt notes, loan participations, non-member deposit issuance, and other instruments as market conditions support. These duties are achieved through proactive communication to existing clients and prospects through phone calls, emails, virtual meetings, board presentations, onsite visits, and attending events and conferences. Travel represents 10% to 20% of this role.
a. College Degree - Business
Additional skills and experience are a plus:
How We'll Have Your Back
- Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
- Planning for the Future: 401K retirement savings plan with matching and company contributions.
- Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
- Building a Family: We were named “Best Place for Working Parents” 4 years in a row due to our commitment to family-friendly policies and practices.
- Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.
Catalyst Corporate is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.