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 the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

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

• Coordinates with Financial Advisors and branch staff on referral reports, meetings and other investment and financial services related training.
• Conducts research on client and security information while maintaining and updating members’ brokerage accounts, securities, and mutual funds.
• Researches and follows-up on client documentation for proper maintenance of the accounts.
• Analyzes reports and statements to determine and offer appropriate solutions, options and resources to members, Financial Advisors, and staff.
• Prepares 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.
• Follows up on any appointment leads (branch referrals, website, seminars, etc.).
• Calls clients and prospects and makes appointments for the representative.
• Processes incoming client mail, paperwork and other items to support the representative.
• Assists representative with back to representative service items.
• Maintains calendar for the representative.
• Performs service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails.
• Works with compliance to administer and track any advertising approvals as needed.
• Prospects for clients within clearly defined markets.
• Manages scheduling, planning, and tracking of attendees for seminars and workshops.
• Assists Financial Advisor with travel arrangements and other travel-related items.
• Fosters and supports relationships with clients.
• Listens 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.
• Works closely with other personnel and assistants to build program.
• Supports entire program and pitches in when other assistant(s) are out, if applicable.
• Sets and keeps consistent office hours.
• Supports Patelco CU Mission and Corporate Values.
• Other projects and duties may be assigned.
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and 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…