Careers

A four-time nominee and a four-time winner as a "Best Places to Work" in the Greater Baton Rouge Area, EFCU Financial is more than just a different place to work. It's so much fun here that even our logo smiles!

The EFCU Financial difference!

Benefits:
Paid time off, flextime, holidays, parental leave, health insurance, 401(k), and more.

Career Development and Recognition:
Training, "Walk a Mile in My Shoes," service awards, Branch Employee of the Month, and more.

Areas of Opportunity:
Accounting, IT, marketing, HR, branch and contact center, compliance, member solutions, lending.

Team Culture:
Supportive leadership, collaborative work environment, open communication, and team-building activities.

Community:
Volunteer leave, Team Member Giving Program, Bank On Baton Rouge, EFCU Financial Foundation, and Junior Achievement.

Fun Work Environment:
Annual Family Day event, Annual Success Gala event, holiday lunches, trivia contests, and Halloween contests.

Employee Benefits:

Incentive plans
Medical, dental and vision
PTO and paid holidays
Parental leave
Tuition reimbursement
Employee development plan
Wellbeing program
Short-term and long-term disability
Life insurance
401(k) plan
Health Savings Account (HSA)
Team member loan discount
Employee referral incentive program
Service awards
Champions Club
Opportunities for community involvement
Pet insurance

EFCU Financial's Core Values:

At EFCU Financial, our core values shape who we are, how we work, and the positive impact we strive to make. These principles guide our team as we serve our members, support our communities, and foster a culture of collaboration and growth.

Looking for a workplace that values integrity, innovation, inclusion, and service? EFCU Financial offers a supportive culture where you can thrive and make a meaningful impact.

See our current job openings

Affiliate Partner Opportunities:

EFCU Financial has partnered with Copper Financial to offer investment products and services to our members. This position will be employed by Copper Financial but located at a local EFCU Financial office.

This is an exciting opportunity for a Wealth Advisor to help members achieve their long-term financial goals. The position is responsible for developing customized financial plans, making investment recommendations, and providing ongoing support to members.

Copper Financial is a FINRA registered broker-dealer and SEC RIA, owned by CommunityAmerica Credit Union, one of the nation’s largest credit unions based in Kansas City. We are an innovative organization dedicated to providing wealth management services to other credit unions throughout the country to help meet every member’s unique financial needs.

Job Responsibilities

Analyze investment strategies and make recommendations to members based on their unique financial goas and risk tolerance.
Meet or exceed sales productions goals to ensure revenue projections are met.
Stay up-to-date on the latest investment tools and services available to maximize performance.
Ensure business activities and investment recommendations are in compliance with rules and regulations.
Make outbound calls to members from various lead lists.
Generate referrals from credit union employees and attend credit union functions and community events.
Promote open and honest communication throughout the credit union and demonstrate behaviors that align with the credit union’s values, philosophies, and leadership characteristics.
Collaborate with other departments to ensure the workflow or process provides the best service to the members.

Education and Experience

Bachelor’s degree and two or more years’ experience in a related investment role is required.
FINRA Series 7, 66 (or equivalent), and life and variable life insurance licenses required.
Previous investment experience in a bank or credit union environment is preferred.

Knowledge, Skills and Abilities

Strong knowledge of managing financial investments and appropriate investing regulations.
Knowledge of credit union operations.
Excellent relationship building and customer service skills, including follow-up, as needed.
Strong analytical and problem-solving skills. Ability to collect data, establish facts and draw valid conclusions. Must be able to manage abstract and concrete variables.
Ability to communicate effectively in writing and orally.
Knowledge of spreadsheet and word processing software.

By submitting an application, you are not applying for employment with EFCU Financial Federal Credit Union. Employment is with Copper Financial.

Apply now