Concierge

Liberty FCU, a full-service credit union, is looking for a Part-Time Concierge for Liberty Wealth Services to be the first point of contact for members engaging with the credit union's wealth management program. This role is responsible for delivering a high-touch, personalized experience, coordinating member interactions with financial advisors, and ensuring seamless access to wealth services. The concierge supports both member engagement and internal operations, acting as a liaison between members, advisors, and other departments. If interested, please proceed by clicking apply.

Duties and responsibilities:

• Member Experience & Engagement
• Greet and assist members seeking wealth services, providing a warm and professional first impression.
• Schedule appointments, follow up on inquires, and ensure timely responses to member needs.
• Educate members on available wealth services, including financial planning, investment management, retirement solutions, and insurance offerings.
• Maintain a proactive outreach calendar for client check-ins, event invitations, and service reminders.
• Operational Support
• Coordinate advisor calendars, meeting logistics, and documentation flow.
• Prepare onboarding packets, client intake forms, and follow-up materials.
• Advisor & Team Collaboration
• Serve as a communication bridge between members and advisors.
• Support advisors with client prep, meeting notes, and follow-up tasks.
• Help organize internal training, team meetings, and client appreciation events.
• Marketing & Events
• Promote wealth services through branch signage, newsletters, and member communications.
• Assist in planning and executing seminars, webinars, and educational workshops.
• Track attendance and feedback to improve future engagement efforts.
  

Qualifications:

• Strong interpersonal and communication skills; ability to build rapport quickly.
• Experience in financial services, banking, or hospitality preferred.
• Detail-oriented with excellent organizational and multitasking abilities.
• Familiarity with CRM systems, scheduling tools, and Microsoft Office Suite.
• Passion for member service and a team-oriented mindset.
  
  

Benefits and Compensation:

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program
  
  

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.