Sales Assistant

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life, meeting them with products and services to help them plan purposefully for their futures and to secure a lifelong partnership as their trusted financial advocate.

As one team, we are committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe work should be rewarding, challenging, and enjoyable and are dedicated to creating a positive and supportive culture where our team members can thrive.

In this role, responsibilities will include providing member service and sales support for the Investment & Insurance Services group for the organization.

• Castro Valley (home branch)
• San Francisco Main
• San Francisco Sunset
• Oakland Webster
• Oakland City Center
• San Ramon
• Danville

• Coordinate with Financial Advisors and branch staff on referral reports, meetings and other investment and financial services related training.
• Conduct research on client and security information while maintaining and updating members’ brokerage accounts, securities, and mutual funds.
• Research and follow‑up on client documentation for the proper maintenance of the accounts.
• Analyze reports and statements to determine and offer appropriate solutions, options, and resources to members, Financial Advisors, and staff.
• Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Ensure overall professional appearance, including work area, over the phone or in face‑to‑face contact with members, other employees, or vendors.
• Follow up on any appointment leads (branch referrals, website, seminars, etc.).
• Call clients and prospects and make appointments for the representative.
• Process incoming client mail, paperwork and other items to support the representative.
• Assist representative with back‑to‑representative service items.
• Maintain the representative’s calendar.
• Perform service duties for representative, including monitoring assigned representatives’ emails and voicemails for follow‑up items, prioritizing them, scheduling related appointments, and conducting necessary follow‑up.
• Work with compliance to administer and track any advertising approvals as needed.
• Prospect for clients within clearly defined markets.
• Manage scheduling, planning, and tracking of attendees for seminars and workshops.
• Assist Financial Advisor with travel arrangements and other travel‑related items.
• Foster and support relationships with clients.
• Listen effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.
• Work closely with other personnel and assistants to build the program.
• Support the entire program and pitch in when other assistant(s) are out, if applicable.
• Set and keep consistent office hours.
• Support Patelco CU Mission and Corporate Values.
• Complete other projects and duties as assigned.
• Understand and comply with all applicable federal and state laws and banking regulations, including those related to OFAC and the Bank Secrecy Act / Anti‑Money Laundering compliance, and Patelco Credit Union's policies and procedures.

• AA degree in Business preferred or equivalent.
• At least two (2) years of job‑related work experience.
• Occasional travel to branch locations; must have a valid CA Class C license.
• Familiarity with financial and investment terms, products, and markets preferred.
• Proficient in MS applications such as Word, PowerPoint, Excel.
• Proficient in financial program software such as Unio or NetX Pro.
• Strong communication skills and proficiency.
• Bilingual (English/Spanish), in both written and oral, is a plus.

$29.50 / hr
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