Financial Planning Coordinator - Full Time at Genisys Credit Union

White Lake, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Feb, 26

Salary

0.0

Posted On

05 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Interpersonal Skills, Organizational Skills, Marketing Strategies, Appointment Scheduling, Member Service, Referral Tracking, Multitasking, Positive Attitude

Industry

Banking

Description

At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. We are currently seeking motivated candidates for a Financial Planning Coordinator position at our White Lake branch. Position Purpose Under general supervision, but in accordance with established policies and procedures, schedule, assist and follow-up on appointments with members and Genisys Investment Services Advisor. Market the Genisys Investment Services program to credit union employees and members. Perform administrative functions in support of the Genisys Investment Services program. Assist and support Genisys Investment Services advisor and responsible for providing a high quality of member service, promoting credit union products and services, to ensure credit union established goals are being met. Job Duties (Included but not limited to): * Plan marketing strategies each month. * Coordinate with the Marketing team and BAR Financial on the delivery channels to be used for marketing the Genisys Investment Services program. * Follow-up referrals from all sources (team, marketing leads, seminars and members). * Confirm appointments set by team member referrals from Genisys Investment Services calendar and log appointments from all sources (leads, seminars, review letters, thank you letters, walk-ins, etc.). * Explain to potential new member/client on information needed for first appointment. * Referral tracking Qualifications: * High school graduate or equivalent. Skills/Abilities: * Excellent interpersonal skills must exhibit a positive and supportive attitude. * Strong organizational skills must be able to prioritize and multitask. Benefits: * Paid Time Off * Health, Dental, Vision, Life Insurance, Flexible Spending Accounts, & Short Term/Long Term Disability Available * Paid Tuition to $5000 per year * Holiday pay at 8 hours per observed holiday * 401k up to 3% match and 5% Profit Share EOE M/F/Disability/Veteran

Responsibilities

The Financial Planning Coordinator will assist in scheduling and following up on appointments with members and advisors, while marketing the investment services program. The role includes performing administrative functions to support the investment services program and ensuring high-quality member service.