- Serves as first point of contact for both established and prospective members.
- Schedules appointments and handle all inquiries and service requests to include communicating (verbally and written) with them regarding appointment confirmations, follow ups, product maturity and maintenance fee reminders, periodic portfolio reviews and other correspondence as needed.
- Promotes member retention and identify opportunities to build existing relationships through timely and accurate operational processing and service quality.
- Works directly with the investment advisors and Department Supervisor to recommend potential needs that you uncover for members during service interactions.
- Maintains member accounts and records as directed by investment advisors and members, to include enrolling and assisting members with online access, navigating account, obtaining authorized signers, and supporting documentation.
- Manages the member relationship management system and workflow, to include entering prospective and established client data, verifying segmentation information, and updating contact information when needed.
- Coordinates all marketing activities, including SLFCU newsletter content, program promotions, seminar planning and preparation, member surveys and email campaigns. Ensures all marketing materials adhere to both the brokerage and SLFCU's guidelines and regulations. Maintains member database to effectively target clients for marketing and follow up.
- Works closely with the SLFCU branch staff to ensure all lobby marketing displays and materials are well supplied and current.
- Promotes and markets the MFS program and serves as a resource to SLFCU staff regarding all referrals originating from the branches. Presents information on the referral programs and walks employees through the process during SLFCU new hire presentations.
- Tracks referrals, enters them in database and compile reports weekly and monthly accordingly. Updates dashboard that reflects the weekly progress of referrals
- Plans, organizes, and executes various appreciation events and holiday cards/gifts.
- Analyzes, sorts, and delivers incoming mail.
- Orders letterhead, business cards and other supplies as needed.
- Complies with Bank Secrecy Act (BSA) and compliance requests and requirements, ensuring core fiduciary responsibilities are being met.
- Performs other duties as assigned.
- Excellent interpersonal and negotiation skills.
- Excellent organizational skills and attention to detail.
- Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
- Strong organizational skills in managing multiple initiatives.
- Strong analytical and problem-solving skills.
- Flexible regarding schedule; able to work occasional evenings or Saturdays when needed.
- Basic knowledge of Credit Union products and services, features, and benefits.
- Minimum one year of experience in customer service, administration, or another related field
- High School Diploma/GED, or more than one year of related experience.
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift 5 pounds at times.
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Investment Client Service Representative 1 - Albuquerque, United States - Sandia Laboratory Federal Credit Union
Description
Job Type
Full-time
Description
Job Summary:
Responsible for developing, maintaining, and retaining relationships with new and existing members. Ensures a best-in-class client experience by supporting Investment Advisors, SLFCU branch staff and managers' efficacy across several delivery platforms, including brokerage, financial planning, and investment management.
Key Responsibilities:
Required Skills/Abilities:
$ $21.86 / Hour (DOE)
