Work Location: Yakima, Washington, United States
We are seeking an uncommon professional to join our team as a Financial Services Administrative Professional
The incumbent schedules a minimum of 15 appointments per week with members and MEMBERS Financial Services representatives.
S/He markets the MEMBERS Financial Services program to both credit union employees and members. The incumbent assists with seminar preparations. Duties may include assembling seminar packets, making room arrangements, keeping lobby materials well supplied and current.
The incumbent is responsible for providing administrative support for the MEMBERS Financial Services program. Duties include setting up appointments with members, analyzing, sorting, and delivering incoming mail, providing telephone coverage, typing memos and correspondence, and managing calendars. The incumbent provides weekly time reporting to the Development Specialist - MEMBERS Financial Services. The incumbent maintains member marketing lists ensuring that information is current and accurate.
MAJOR ACCOUNTABILITIES
- To perform effectively in this position the incumbent must have the ability to work in a team environment, excellent human relations skills and communication skills. The incumbent must possess good telemarketing and administrative skills including: organization, attention to detail, typing, and PC knowledge.
- Systems and Software: WORD, Insight Contact Management System, Infobot, and Phonemail.
- Assist with MEMBERS Financial Services marketing promotions with credit union employees and members and preparation seminars.
- Provide administrative support for the MEMBERS Financial Services program.
KEY FACTORS FOR A SUCCESSFUL COORDINATOR
- Schedule appointments with MEMBERS Financial Services representatives and members (minimum of 15 per week)
- Market the MEMBERS Financial Services Program
- Promote the MEMBERS Financial Services program to credit union employees and members.
- Coordinate lobby displays and ensure materials are well supplied and current.
- Assist with seminars, make room arrangements, assemble packets, and confirm seminar attendance.
- Coordinate mailings of newsletters, surveys, seminars, annual review letters, and appointment information forms.
- AdministrativeSupport
- Process mail, type memos, order supplies, manage calendars, computer knowledge, etc.
- Maintain member marketing lists
Job Requirements
- Understand and believe in the MEMBERS Financial Services program
- Ability to market the MEMBERS Financial Services program
- Team player
- Comfortable working both face-to-face and on the telephone with people
- Friendly, outgoing, and creative
CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values.
Along with an excellent benefits package, our staff is engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our people, and our people are driven to deliver value through innovation, involvement and determination. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.
In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
Experience Level: 1-3 years
Area of Interest(s): Administrative
Type of Job: Full Time
Job ID: SLF20140606-92236
We are seeking an uncommon professional to join our team as a Financial Services Administrative Professional
The incumbent schedules a minimum of 15 appointments per week with members and MEMBERS Financial Services representatives.
S/He markets the MEMBERS Financial Services program to both credit union employees and members. The incumbent assists with seminar preparations. Duties may include assembling seminar packets, making room arrangements, keeping lobby materials well supplied and current.
The incumbent is responsible for providing administrative support for the MEMBERS Financial Services program. Duties include setting up appointments with members, analyzing, sorting, and delivering incoming mail, providing telephone coverage, typing memos and correspondence, and managing calendars. The incumbent provides weekly time reporting to the Development Specialist - MEMBERS Financial Services. The incumbent maintains member marketing lists ensuring that information is current and accurate.
MAJOR ACCOUNTABILITIES
- To perform effectively in this position the incumbent must have the ability to work in a team environment, excellent human relations skills and communication skills. The incumbent must possess good telemarketing and administrative skills including: organization, attention to detail, typing, and PC knowledge.
- Systems and Software: WORD, Insight Contact Management System, Infobot, and Phonemail.
- Assist with MEMBERS Financial Services marketing promotions with credit union employees and members and preparation seminars.
- Provide administrative support for the MEMBERS Financial Services program.
KEY FACTORS FOR A SUCCESSFUL COORDINATOR
- Schedule appointments with MEMBERS Financial Services representatives and members (minimum of 15 per week)
- Market the MEMBERS Financial Services Program
- Promote the MEMBERS Financial Services program to credit union employees and members.
- Coordinate lobby displays and ensure materials are well supplied and current.
- Assist with seminars, make room arrangements, assemble packets, and confirm seminar attendance.
- Coordinate mailings of newsletters, surveys, seminars, annual review letters, and appointment information forms.
- AdministrativeSupport
- Process mail, type memos, order supplies, manage calendars, computer knowledge, etc.
- Maintain member marketing lists
Job Requirements
- Understand and believe in the MEMBERS Financial Services program
- Ability to market the MEMBERS Financial Services program
- Team player
- Comfortable working both face-to-face and on the telephone with people
- Friendly, outgoing, and creative
CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values.
Along with an excellent benefits package, our staff is engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our people, and our people are driven to deliver value through innovation, involvement and determination. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.
In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
Experience Level: 1-3 years
Area of Interest(s): Administrative
Type of Job: Full Time
Job ID: SLF20140606-92236
