Sales Assistant

LIBERTY FEDERAL CREDIT UNION • Evansville, IN

5d

About The Position

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. If you are interested in this position, please complete an application by clicking Apply.

Requirements

• 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.
• Must be a self-starter and be able to work independently.

Nice To Haves

• Financial services knowledge is preferred.

Responsibilities

• 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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed