Retirement & Investment Representative (Former Employee) – Madison, WI – March 15, 2014
Financial Planning conversations with the credit union employees and their members across the country. Offering tailored financial planning services to meet clients individual needs and goals.
I learned that the financial services industry is always changing and growing, so you must keep yourself current with market news and participate in on-going educational workshops to stay in compliant with regulatory requirements and laws.
Hardest part of the job was developing rapport with clients via telephone since we worked remotely as financial advisors. But once the rapport was developed, the client relationships were stronger than any other position I have had in Financial Services.
Most rewarding is that we were able to change the financial lives of many people all over the country and offer guidance for financial wellness.
wholesale meetings with dinner & cocktails quarterly, amazing benefits
• Installation, setup and configuration of RHEL, CentOS products in different hardware in a datacenter environment.
Linux System administrator (Former Employee) – Madison, WI – October 20, 2015
• Manage, Install patches and other software packages using YUM and RPM. • User Administration on Linux like managing and auditing user account and implementation of system security policies, User ID/Group ID management, password policies, password aging
CUNA does important work and protects members that otherwise would not be protected.
Production Coordinator (Current Employee) – Madison WI – August 26, 2015
Manage direct marketing test and rollout kits, from data development to distribution ~ Work with various in-house data management software; identify issues and opportunities ~ Write detailed specifications, working closely with legal staff to ensure regulatory compliance ~ Collaborate with in-house teams and vendors to ensure campaign objectives are met; solve problems ~ Accountable for accurate materials; research and implement ideas to enhance results
Sr. Marketing Specialist (Former Employee) – Madison, WI – August 2, 2015
CUNA Mutual is a very large company with a strong culture for rewarding results. I've had many opportunities for growth both within and outside my position. My department really does believe in training, and I've had many, many training opportunities. I've learned a lot about financial services, and overall the people are very motivated and collaborative. I've enjoyed my time there and recommend it to anyone seeking to experience the "big, corporate" experience.
Policy Servicing Specialist (Former Employee) – Fort Worth, TX – June 25, 2015
Traning is great, team concept. Excellent benefits and incentives. The most enjoyable part of the job is that you are allowed to work with little or no supervision as long as preformed up a high standard.
Assisted the CU members and employees with insurance products, I was the only employee there but saw CU employees as my co workers. My supervisor was in a different state was has weekly telephone meetings
Investment Adviser (Former Employee) – Waverly, IA – March 9, 2015
The small credit unions have a close relationship with their customer base, so referrals from them were very strong. Working out of the Credit Union League gave addition credence to my presence because the credit unions were closely tied to the credit union league.
Website Marketing Intern (Current Employee) – Madison, WI – January 10, 2015
I found that CUNA Mutual Group truly displayed a great culture for its interns. Everyone I met within the company was supportive and willing to help me in any way possible. I found that I learned many necessary skills for the business world while my time interning at CUNA Mutual Group.