Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) 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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0 Financial Associate (Public) jobs found in Beaumont, TX area