Sales Assistant

Liberty FCU is currently seeking a Sales Assistant for its service-centered financial services program with exceptional organizational and communication skills. Candidates must exhibit professionalism confidentiality and problem-solving skills as well as be detail-oriented. Candidates must be comfortable working in a fast-paced environment . This position requires quite a lot of report creation and taking incoming client calls. The ideal candidate will be a self-starter and be able to work independently. Financial services knowledge is preferred. If you are interested in this position please complete an application by clicking Apply.

Duties and responsibilities include but are not limited to the following :

• Assist Financial Advisors in managing the needs of the membership and clients by working on the Liberty Wealth Services team to achieve a common goal of providing high quality financial management services to credit union membership and clients.
• Provide administrative support to the Financial Advisors.

Process mail type memos order supplies manage calendars etc.

Handle the needs of the member / client in a timely manner.

Working with CU marketing and CUNA for seminar invitation creation and target marketing.

Benefits and Compensation :

Liberty FCU is an Equal Opportunity Employer Minority / Female / Disability / Protected Veteran.

Key Skills

Sales Experience,Time Management,Data Entry,Customer Service,Microsoft Outlook,Microsoft Word,Computer Literacy,Microsoft Powerpoint,Furniture Sales,Microsoft Excel,Administrative Experience,Sales Support

Employment Type : Full-Time

Experience : years

Vacancy : 1