Investment Program Coordinator

Y-12 Credit Union•Oak Ridge, TN

19h•Onsite

About The Position

Manage the FMG Marketing Suite to support member communications, business development efforts, and lead generation activities. Conduct outbound outreach to prospective and existing members to introduce Y-12 investment partner services, identify needs, and schedule quality appointments for financial professionals. Coordinate and manage Financial Professionals’ calendars, including appointments, meetings, member reviews, and other client interactions. Support and strengthen branch partnerships by coordinating referral activities, communication campaigns, contests, appointment follow-up, confirmation processes, and weekly schedule updates. Partner with branch leaders and team members to build awareness of investment services and provide training on identifying member needs and generating quality referrals. Coordinate referral programs and campaigns, track results, and provide regular updates on referral activity and outcomes. Maintain accurate member and referral information within in the CRM system (Synapsis) and prepare reports on member engagement, referral trends, and appointment activity. Assist with operational and administrative activities that support the overall success of Y-12 Investment Partners. Travel as needed to support branch visits, relationship-building activities, team meetings, and training initiatives. Perform other duties and special projects as assigned. Maintain regular and predictable attendance to support team collaboration, member service, operational needs, and the successful performance of job responsibilities.

Requirements

Three years to five years of similar or related experience.
A two-year college degree, completion of a specialized course of study at a business or trade school or completion of a specialized and extensive in-house training or apprenticeship program.
Proficient in Microsoft Office and capable of learning and utilizing CRM systems, broker-dealer platforms, and other business applications.
Strong organizational, time management, and attention-to-detail skills, with the ability to manage multiple priorities in a fast-paced environment.
Demonstrates professionalism, discretion, tact, and sound judgment when handling confidential member information and sensitive situations.
Ability to develop and maintain positive working relationships with members, Financial Professionals, branch partners, and external contacts.
Ability to work independently while also contributing effectively as part of a collaborate team.
Demonstrates a commitment to delivering exceptional service and creating positive member experiences consistent with Y-12’s service standards.

Nice To Haves

Insurance licensing is preferred or the ability and willingness to obtain required licensing.
Experience in banking, financial services, insurance, wealth management, or a related field is preferred.
Strong verbal and written communication skills, with the ability to build rapport and provide exceptional service to members and internal partners.
Ability to effectively communicate across multiple channels, including phone, email, virtual meetings, and in-person interactions.
Self-motivated with the ability to independently pursue professional development opportunities, including FINRA and insurance licensing requirements.

Responsibilities

Manage the FMG Marketing Suite to support member communications, business development efforts, and lead generation activities.
Conduct outbound outreach to prospective and existing members to introduce Y-12 investment partner services, identify needs, and schedule quality appointments for financial professionals.
Coordinate and manage Financial Professionals’ calendars, including appointments, meetings, member reviews, and other client interactions.
Support and strengthen branch partnerships by coordinating referral activities, communication campaigns, contests, appointment follow-up, confirmation processes, and weekly schedule updates.
Partner with branch leaders and team members to build awareness of investment services and provide training on identifying member needs and generating quality referrals.
Coordinate referral programs and campaigns, track results, and provide regular updates on referral activity and outcomes.
Maintain accurate member and referral information within in the CRM system (Synapsis) and prepare reports on member engagement, referral trends, and appointment activity.
Assist with operational and administrative activities that support the overall success of Y-12 Investment Partners.
Travel as needed to support branch visits, relationship-building activities, team meetings, and training initiatives.
Perform other duties and special projects as assigned.
Maintain regular and predictable attendance to support team collaboration, member service, operational needs, and the successful performance of job responsibilities.