What are the responsibilities and job description for the Sales Assistant position at Liberty Federal Credit Union?
Liberty FCU is currently seeking a Sales Assistant for its service-centered financial services program with exceptional organizational and communication skills. Candidates must exhibit professionalism, confidentiality, and problem-solving skills as well as be detail-oriented. Candidates must be comfortable working in a fast-paced environment . This position requires quite a lot of report creation and taking incoming client calls. The ideal candidate will be a self-starter and be able to work independently. Financial services knowledge is preferred. If you are interested in this position, please complete an application by clicking Apply.
Duties and responsibilities include but are not limited to the following:
Duties and responsibilities include but are not limited to the following:
- Assist Financial Advisors in managing the needs of the membership and clients by working on the Liberty Wealth Services team to achieve a common goal of providing high quality financial management services to credit union membership and clients.
- Provide administrative support to the Financial Advisors.
- Process mail, type memos, order supplies, manage calendars, etc.
- Maintain member marketing lists.
- Answer phone calls and emails in a professional, knowledgeable and service-oriented manner.
- Handle the needs of the member/client in a timely manner.
- Schedule appointments.
- Take messages in a thorough and accurate manner.
- Direct member or client needs to the proper service area of the credit union when necessary.
- Assist Financial Advisors by preparing members’ file and account information, assist in completion of paperwork after the appointment, assist in managing the service and follow-up needs of members/clients after and/or before an appointment.
- Administer client/member seminars, including:
- Working with CU marketing and CUNA for seminar invitation creation and target marketing.
- Organization of all aspects of seminar, including room preparation, menu and attendee list.
- Maintaining a thorough, organized and quantifiable metric system to measure seminar successes.
- 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