Sales Assistant

Overview

In this role, responsibilities will include providing member service and sales support for the Investment & Insurance Services group for the organization. This person will support the below locations: Castro Valley (home branch), San Francisco Main, San Francisco Sunset, Oakland Webster, Oakland City Center, San Ramon, and Danville.

Responsibilities

• Coincides with Financial Advisors and branch staff on referral reports, meetings, and other investment and financial services related training.
• Conducts research on client and security information while maintaining and updating members' brokerage accounts, securities, and mutual funds.
• Researches and follows-up on client documentation for proper maintenance of the accounts.
• Analyzes reports and statements to determine and offer appropriate solutions, options, and resources to members, Financial Advisors, and staff.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Ensures overall professional appearance, including work area, over the phone or in face-to-face contact with members, other employees, or vendors.
• Follows up on any appointment leads (branch referrals, website, seminars, etc.).
• Calls clients and prospects and makes appointments for the representative.
• Processes incoming client mail, paperwork, and other items to support the representative.
• Aids the representative with back to representative service items.
• Maintains the representative’s calendar.
• Performs service duties for the representative, which may include monitoring assigned representatives’ emails and voicemails for follow-up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow-up to the emails or voice mails.
• Works with compliance to administer and track any advertising approvals as needed.
• Prompts for clients within clearly defined markets.
• Manages scheduling, planning, and tracking of attendees for seminars and workshops.
• Aids the Financial Advisor with travel arrangements and other travel-related items.
• Fosters and supports relationships with clients.
• Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.
• Works closely with other personnel and assistants to build programs.
• Supports the entire program and pitches in when other assistants are out, if applicable.
• Sets and keeps consistent office hours.
• Supports Patelco CU Mission and Corporate Values.

Qualifications

• AA degree in Business preferred or equivalent.
• At least two (2) years of job-related work experience.
• Occasional travel to branch locations.
• Must have a valid CA Class C license.
• Familiarity with financial and investment terms, products, and markets preferred.
• Proficient in MS applications such as Word, PowerPoint, Excel.
• Proficient in Financial program software such as Unio or NetX Pro.
• Strong communication skills/proficiency.
• Bilingual (English/Spanish), in both written and oral, a plus.

Target Base Pay

$29.50 / hr

Compensation

At Patelco, please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: Exceptional Medical, Dental, Vision, and Life Insurance benefits Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: Competitive compensation packages with bonus opportunity401(k) with 3% Safe Harbor and 5% employer matchDiscounts on loan productsTuition reimbursement Emotional Health: Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid holidays Personal Development: On-the-job training and skills developmentInternal transfer opportunities for career growth Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123