Sales Assistant

Duties and responsibilities

• Assist Financial Advisors in managing the needs of the 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
• Aid Financial Advisors by preparing members’ file and account information
• Aid in the completion of paperwork after the appointment
• Aid in managing the service and follow-up needs of members/clients after and/or before an appointment
• Administer client/member seminars
• Work with CU marketing and CUNA for seminar invitation creation and target marketing
• Organize all aspects of seminar, including room preparation, menu and attendee list
• Maintain 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.