Role: A Financial Services Coordinator's primary responsibility is to provide administrative support to the Retirement & Investment Center. Schedules appointments with members and communicates regularly with members and coworkers by email, mail and phone. Assists with developing and executing the Retirement & Investment Center's annual marketing plan, ensures compliance with department activities and coordinates events to support promotions and seminars. Promotes the Retirement & Investment Center to members and coworkers while delivering an exceptional level of service.

Essential Functions & Responsibilities:

• E 60% Provides administrative support to the Retirement & Investment Center; schedules appointments, answers phone calls and coordinates correspondence.
• E 15% Coordinates seminars by making room arrangements, packets, room set-up and confirming attendance.
• E 15% Maintains records, files and reports as well as assigned administrative responsibilities.
• E 5% Markets and promotes the Retirement and Investment center and the credit union.
• N 5% Performs other duties as assigned.

Performance Measurements:

1. Greets all Retirement & Investment Center and credit union members and visitors in a courteous, timely, and professional manner.
2. Provides accurate and professional administrative support to the Retirement & Investment Center. Duties include setting up appointments with clients and members; analyzing, sorting and delivering incoming mail; providing telephone coverage; typing memos and correspondence; and managing calendars.
3. Gains initial information about members, handles their immediate needs that can be addressed through a limited portfolio of solutions, and/or refers the member to the Financial Services Representative. Cross-sells and promotes credit union products based on members needs.
4. Coordinates events and seminars hosted by the Retirement & Investment Center. Coordinate and confirm venue arrangements, speakers and guests, invitations, informational materials, and RSVPs.
5. Coordinates mailings of newsletters, surveys, seminars, annual review letters, and appointment information forms.
6. Markets the program to both credit union employees and members. Ensures marketing materials are well supplied and current. Maintains member marketing lists ensuring information is current and accurate.
7. Accurately maintains files in compliance with all relevant policies and procedures.
8. Adheres to all applicable Credit Union and Retirement & Investment Center policies and procedures including compliance and confidentiality of client, member and employee information.
9. Maintains a professional appearance, demeanor, and workspace.
10. Participate in training and professional development activities to acquire and maintain standards established by the credit union. This could include attending conferences, seminars and workshops as directed by Management.
11. Performs other duties as assigned.

Knowledge and Skills:

• Experience - Requires a minimum of one year experience in a related or similar administrative or clerical role; or, one year of experience working at a financial institution.
• Education - A high school education or GED.
• Interpersonal Skills - Requires well developed interpersonal skills for communicating information about the credit union to members and employees. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
• Other Skills - Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.) and requires personal computer skills such as word processing, mail merge, and data base/spreadsheet applications. Ability to perform multiple tasks while maintaining necessary organization and the ability to work under pressure and meet deadlines is essential. Qualified candidates must be detail oriented, self-motivated nd able to perform tasks without supervision.

Physical Requirements

• Requires exertion of up to 10 pounds of force occasionally to move objects.
• Involves sitting most of the time. Walking and standing are required occasionally.
• Repetitive finger movements to perform typing or otherwise working with paper files and documents.
• Requires close visual acuity to prepare and analyze data and figures; view a computer terminal; read and assess work quality.

Work Environment

Not substantially exposed to adverse working conditions.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.