Patelco Credit Union · 1 day ago
Sales Assistant
Citrus Heights, CA
Full-time
Onsite
Entry Level
$27/hr - $27/hr
2+ years expPatelco Credit Union is a not-for-profit credit union focused on building financial health for its members. The Sales Assistant will provide member service and administrative support for the Investment & Insurance Services group, coordinating with Financial Advisors and assisting with marketing efforts.
Financial Services
Responsibilities
Coordinate with Financial Advisors and branch staff on referral reports, meetings and other investment and financial services related training
Assist Administrative Assistant with marketing efforts including meeting set-up, preparing for seminars, etc
Support two (2) or more Financial Advisors with account openings, member account servicing and scheduling appointments
Conduct research on client and security information while maintaining and updating members’ brokerage accounts, securities, and mutual funds
Accurately track and maintain Financial Advisors activities weekly report
Record and complete new investment account openings and maintain accuracy of account online records
Research and follow-up on client documentation for proper maintenance of the accounts
Analyze reports and statements to determine and offer appropriate solutions, options and resource to members, Financial advisors, and staff
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
Ensure overall professional appearance, including work area, over the phone or in face-to-face contact with members, other employees, or vendors
Qualification
Required
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
Proficient in MS applications such as Word, PowerPoint, Excel
Proficient in Financial program software such as DataVision or NetX Pro
Preferred
Possess a Series 6, 7 or 11 licenses preferred
Familiarity with financial and investment terms, products and markets preferred
Benefits
Exceptional Medical, Dental, Vision, and Life Insurance benefits
Onsite fitness center at HQ and rewards for completing wellness related activities
Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement
Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays
On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work
Flexible work arrangements available for specific positions
Company
Patelco Credit Union
Patelco was originally started to serve the financial interests of the employees of a specific organization, in their case the Pacific
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Erin Mendez
CEO/President
Recent News
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