Small Business & Investment Services - Sales Assistant (Non-Licensed) - Full Time - Onsite (So.CA)

Nuvision Credit Union•Huntington Beach, CA

4d•Onsite

About The Position

Provides support, coordinates and conducts client sales support and service activities for Investment Representative and associated Investment Program in an effort to increase investment program growth.

Requirements

2-years' experience in the financial industry; specifically, customer service phone experience or sales assistant administrative experience
Basic understanding of financial services and products
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to effectively engage clients/prospects through effective interactions, interpersonal communication and relationship building skills
Excellent organization and prioritization skills
Ability to deal with problems involving several concrete variables in standardized situations.
Demonstrated ability to learn and apply knowledge of various systems
Proficient Microsoft Office skills are required (i.e. Teams, Word, Excel and Outlook).
Strong proficiency in Outlook scheduling, calendars and emails

Nice To Haves

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Utilizes active listening skills and effectively presents information to and/or responds appropriately to questions from groups of managers, clients, customers, and the general public

Responsibilities

Performs administrative duties for representative/s, which may include monitoring assigned representatives’ emails and voicemails for follow up items which may include prioritizing emails and voicemails (while remaining compliant for a nonregistered person)
Calls clients and prospects, and makes appointments for the representative/s
Processes incoming client mail, paperwork and other items to support the representative/s
Follows up on any appointment leads (branch referrals, website, seminars, etc.)
Prospects for new clients within clearly defined markets.
Manages scheduling, planning, and tracking of attendees for seminars and workshops
Works with compliance to administer and track any advertising approvals as needed
Supports and participates in continuous improvement activities.
Represents the Credit Union in a positive and professional manner.
Maintains member, team members and other sensitive information with confidentiality.
Treats coworkers and members with respect
Supports member relations and events that promotes member centric experiences.
Represents the Credit Union in a positive and professional manner.
Other related duties, as assigned