Small Business & Investment Services - Sales Assistant (Non-Licensed) - Full Time - Onsite (AK)

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

Qualifications

• 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
• Able 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

Preferred Qualifications

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• 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

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement

Pay

The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.