About The Position

- Support outreach efforts and represent CFSB at community events - Participate in Chamber events, business luncheons, ribbon cuttings, and advisory meetings (as available) - Assist with deliveries and community engagement activities - Assist with vendor bids and pricing for events - Develop and maintain checklists - Prepare event materials - Confirm times, locations, and logistics - Manage RSVPs and attendance - Coordinate team member assignments (roles, times) - Assist with community room setup and teardown - Help with follow-up communication and thank-you messages - Record event notes and outcomes - Client call prep and light prospect research - Assemble swag baskets and closing gifts - Maintain swag closet and inventory - Send calendar invites and coordinate team schedules - Support with internal event records, budgeting, and expense tracking - Learn and comply with all established CFSB policies, procedures, and standards - Perform other duties as requested by the Team Leader PM22

Responsibilities

  • Support outreach efforts and represent CFSB at community events
  • Participate in Chamber events, business luncheons, ribbon cuttings, and advisory meetings (as available)
  • Assist with deliveries and community engagement activities
  • Assist with vendor bids and pricing for events
  • Develop and maintain checklists
  • Prepare event materials
  • Confirm times, locations, and logistics
  • Manage RSVPs and attendance
  • Coordinate team member assignments (roles, times)
  • Assist with community room setup and teardown
  • Help with follow-up communication and thank-you messages
  • Record event notes and outcomes
  • Client call prep and light prospect research
  • Assemble swag baskets and closing gifts
  • Maintain swag closet and inventory
  • Send calendar invites and coordinate team schedules
  • Support with internal event records, budgeting, and expense tracking
  • Learn and comply with all established CFSB policies, procedures, and standards
  • Perform other duties as requested by the Team Leader PM22
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