I currently work for Greylock Federal Credit Union, but specifically for the Greylock Investment Group. Greylock Investment Group is part of GFCU and LPL Investment. We work with our members and their investment needs. We help them establish IRA’s, 401k’s, 529 plans, annuities, and broker stock trades. These are examples of some investment platforms we offer. I am the only administrator for the office, but when I finish my degree with MCLA, I will be pursuing my license to become a financial advisor. I work with three financial advisors, which gives us a small office of 4 people. The mission of the Greylock Investment Group is to be a community investment group that partners with you and provides the keys to enrich your life, with a vision of seeing our community thrive. Being that we are part of a credit union, we base our growth on the growth of our members and how can we best serve them. I have been at Greylock now for 2 months, my exact knowledge of budget and IT may not be correct as I am still …show more content…
Most of our members belong because they like the “family, hometown, trusted” feel so therefore we need to do all that we can not to betray that feeling. As a local establishment, establishing a relationship with the members has been easy. The difficult part is how to take the information that the members pass along in conversation and use that in a way to offer them services. Let’s say they inherited money from the passing of their mother. These are sensitive areas, but we need to be there to support our members need and to develop a protocol to reach out to them. Greylock has the established the culture of support but I believe members are unaware that they can come to us for investment also. We are building a team with the right people to help our members with all of life’s