Looking for a smart career? Look no further than MAX!

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At MAX, we believe what we do matters.

We are passionate about our work and inspired by its impact on our business, our customers, and our community. Each department provides a unique contribution to our primary goal, to provide stellar customer service. While we expect a lot from our associates, we believe in winning as one and developing through challenges and meaningful experiences. MAX boasts an energetic environment that engages team members to embody our core values: Integrity, Simplicity, Hospitality. MAX offers comprehensive benefits and a competitive compensation package. We are an Equal Opportunity Employer.











Our Culture

MAX branch

Over the past 13 months, we've volunteered 1579 hours.

Giving back to the community is one of our missions.

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Who is MAX?

A stable & growing, full-service financial institution committed to making finances easier.

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Career Opportunities

Financial Advisor

Post Date: 11/2/2016
Location: Auburn, Alabama

Overview

MAX is looking to fill the role of a Financial Advisor with a knowledgeable, experienced individual.  In this role, you will be providing financial advice, developing financial plans for our members, and oversee the investments of the customer. We are looking for someone with 3-5 years of previous securities experience or related experience and a Bachelor’s Degree with Series 7, 63 and 65 (or Series 66) securities license, and a state insurance license.  If you possess these qualities, please don’t hesitate to apply!

Role:


To meet client's financial needs in areas such as portfolio management, retirement planning and funding, education saving, and estate planning.


  • Essential Functions & Responsibilities:
  • Work with branches on financial education.
  • Sell products such as stocks, bonds, and mutual funds.
  • Review accounts to determine if life changes necessitate new financial strategies.
  • Use spreadsheets and market research to back up financial advice.
  • Identify and keep abreast of new market trends.
  • Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Provide sound financial advice to individuals.
  • Offer Member Education courses as related to investments.
  • Oversee the investments and making changes as necessary in order to help the individual or company to gain even more money.
  • Handle customer complaints and resolve problems. Services and manages client portfolios.
  • Solicits new business, helping to diversify portfolios and achieve goals. Informs and consults the client, especially about risks.
  • Receives and processes orders with the clearing firm.
  • Maintains an up to date familiarity with MAX's personal investment products portfolio. Attends the required annual BSA and Red Flag training and passes the required tests with an adequate score.
  • Upholds core values and builds team member and customer relationships. Completes all training as required.
  • Performs other duties as assigned.

Work Environment


At MAX, we believe what we do matters. We are passionate about our work; inspired by the impact it has on our business and our members. As a team, we believe in collaboration to reach shared goals, and development through challenging and meaningful experiences. Making this happen is a dynamic, evolving process, and we count on each associate to be a catalyst in driving our performance and their own.

Requirements Knowledge and Skills:


  • Experience: Three years to five years of similar or related experience.
  • Education: Equivalent to a college degree (BS or BA in a relevant field).
  • Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
  • Other Skills:  Sales motivated, risk-taking, goal-oriented with excellent time and resource management skills. Knowledge of financial planning strategies and the ability to analyze and recommend valid investment options for clients are crucial. Customer service and interpersonal relationship skills are necessary to successfully build a client base. Ability to work in a high- paced environment while identifying, researching and solving problems quickly. Highly professional, listens effectively, and makes sound business judgment.
  • Physical Requirements: Never (0%) Rarely (1-12%) Occasionally (12-33%) Frequently (34-66%) Regularly (67-100%)
    Seeing: Must be able to read reports and use computer. Regularly
    Hearing: Must be able to hear well enough to communicate with co-workers. Regularly.
    Standing/Walking: Regularly Climbing/Stooping/ Kneeling: Frequently
    Lifting/Pulling/Pushing: Frequently
    Manual Dexterity: Must be able to write, type, and use phone system. Regularly
    Driving: Occasionally




Requisition Number: 16-0027

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Member Service Consultant

Post Date: 01/26/2017
Location: All Branches

Overview

MAX is now seeking experienced Member Service Consultants in the Montgomery and River Region area, as well as Auburn, Opelika, Troy and the East Alabama area. These skilled individuals will be responsible for assisting members and potential members with their financial needs to include servicing transactions, counseling members on product selection or use, opening new accounts, and processing consumer loans. If you have what it takes to be a Member Service Consultant at MAX, come be a part of our dynamic team!

Qualified candidates will have at least 6 months work-related experience to include sales.



Role

To assist members and potential members with their Credit Union needs; explain services, set up new accounts, respond to problems, and direct members to the appropriate people.

Essential Functions & Responsibilities

  • Opens accounts and fully explains the services and distributes the proper disclosures.
  • Assists members in establishing Jenny MAX, ATM/ Debit Card services, and Online Banking.
  • Assists members in completing appropriate documentation regarding fraud situations.
  • Maintains basic knowledge of MAX products and services, and consistently cross offers these products and services.
  • Assists members with the completion of paperwork and posts documents required for stop payment orders, direct deposits, payroll deductions, allotments, etc.
  • Assists or seeks assistance effectively for members who have concerns/problems relating to Credit Union matters.
  • Performs duties of Branch Receptionist and Member Service Representative once a month to maintain skills.
  • Handles mail/telephone requests and inquires in accordance with Credit Union policies.
  • Supports and adheres to the member service standards.
  • Completes all training as required.
  • Performs other related duties as assigned.

Requirements

  • Experience: Six months of cumulative related experience.
  • Education: A high school education or GED.
  • Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

*Other Skills: Minimum of one year of public contact experience required. Effective oral and written communication skills desired. Proficient computer skills preferred.



Requisition Number: 14-0011

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