Financial Advisor Coordinator - Associated Credit Union

Profile

Job Information

Cuna Mutual

Financial Advisor Coordinator - Associated Credit Union

in

Norcross

Georgia

Job Purpose:

This position is responsible for scheduling appointments for members, Associate Financial Advisors, Financial Service Representatives, and/or Lead Financial Advisors, marketing the CBSI Financial Services program to Credit Union employees and members, as well as performing administrative functions in support of the CBSI Financial Services program.

Job Responsibilities: List of general activities, duties and/or tasks typically performed within the job

Support the marketing efforts of the program

Assemble seminar packets

Coordinate logistics of seminars

Maintain lobby marketing materials supply

Coordinate mailings

Execute basic marketing activities at the member level

birthday cards

newsletters

Administrative support to Advisor(s)

Coordinate the advisor(s) schedule

Maintain advisor(s) calendar

Set up and confirm appointments with members

Manage phone calls for advisor(s)

Order supplies

Create and manage contact information

Support success of program

Coordinate and track referrals

Conduct training with CU employees on program processes

Program reporting

Support CBSI Compliance initiatives

Maintain confidential member information by adhering to CBSI’s policies and procedures for data security and privacy

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

List of general education, background and experience, knowledge, skills and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.

High school diploma

Ability to work well within a team environment, as well as independently

Strong organizational skills

Strong communication skills both verbally and in writing

Comfortable working both face-to-face and over the phone with people

Strong attention to detail

Previous experience with SalesForce and proficient with Microsoft Office tools

KEY FACTORS FOR A SUCCESSFUL COORDINATOR

Leads marketing activities with minimal direction

High creativity and staff engagement

Seeks ongoing personal development

Optimizes work processes, continually finds efficiencies

Resourceful

Effective communicator

Technology savvy

LI-SW*

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$31,700.00 - $52,900.00

CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Accommodation Request

At CUNA Mutual Group we believe in fostering an inclusive environment where everyone can bring their best self and thrive.​ If application or interview process accommodations are needed please notify us at talentacquisition@cunamutual.com .

We're a leading insurance, financial services and technology company focused on helping people achieve financial security through all life stages. We offer consumer and commercial insurance, retirement and investment solutions; and business solutions including data and analytics, lending capabilities and marketing services.

Discover for yourself the difference we can make for you.

Company info

CUNA Mutual Group
Website : http://www.cunamutual.com