Sales Assistant

Sales Assistant

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.

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.

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.