Centra Financial Services Support Specialist

Centra Financial Services, LLC in; Columbus (IN); Sur place; USD 28 000 - 40 000; Plein temps

Résumé du poste

Centra Credit Union in Columbus, IN, is seeking a Centra Financial Services (CFS) Support Specialist to provide administrative support and manage sales and marketing activities for multiple Investment Consultants.

The role involves assisting Investment Consultants, coordinating calendars, and serving Members by phone and email. It also covers marketing campaigns, event support, and reporting duties as needed, with a focus on compliance and teamwork.

Qualifications

• Equivalent combination education & experience or better.
• High School or GED or equivalent.
• Preferred: 1-3 years related experience or better.

Responsabilités

• Assists Investment Consultants administratively coordinating calendars, scheduling events, and preparing CFS documents.
• Provides Member and Team Member service by telephone and email, greets visitors, receives incoming correspondence and distributes to the appropriate Team Member.
• Assists Investments Consultants on marketing campaigns for CFS and partners with Marketing department for best exposure and resources.
• Collaborates with Broker Dealer and Centra Marketing and understands compliance requirements of both organizations.
• Performs on-going marketing efforts which include coordinating marketing campaigns, lobby days, direct mail, seminars, advertisements, digital media, newsletter articles, and any other marketing activities assigned to grow CFS business.
• Collects and records Member service survey information for reporting and will be assigned additional reporting creation and distribution duties as needed.

Formation

High School Diploma or GED

Description du poste

Requisition Number: CENTR002241

• Full-Time
• On-site

Locations

Showing 1 location

Columbus, IN 47201, USA

Description

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra has an exciting opportunity for a Centra Financial Services (CFS) Support Specialist position at our Washington Street location in Columbus, Indiana. The Centra Financial Services (CFS) Support Specialist provides administrative support and is responsible for facilitating and managing sales and marketing activities for multiple Investment Consultants.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. The starting wage for this opportunity is $24.42 per hour. Hourly compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.

Spanish/English interpreters may be eligible for an interpreting differential.

Essential Functions: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

• Assists Investment Consultants administratively coordinating calendars, scheduling events, and preparing CFS documents. Provides Member and Team Member service by telephone and email, greets visitors, receives incoming correspondence and distributes to the appropriate Team Member.
• Assists Investments Consultants on marketing campaigns for CFS and partners with Marketing department for best exposure and resources. Collaborates with Broker Dealer and Centra Marketing and understands compliance requirements of both organizations.
• Performs on-going marketing efforts which include coordinating marketing campaigns, lobby days, direct mail, seminars, advertisements, digital media, newsletter articles, and any other marketing activities assigned to grow CFS business. Attends various events for set up and assistance. This includes coordinating with branches to ensure marketing materials are current and supply needs are met.
• Collects and records Member service survey information for reporting and will be assigned additional reporting creation and distribution duties as needed.
• Maintains knowledge of applicable technology resources and software needed for the role including digital technology for updates on Centra intranet and social media for Investment Consultants.
• Assists in the development and marketing of seminars held by the Investment Consultants. Prepares material and coordinates meeting logistics for Team Members on CFS products and services.
• Provides regular backup assistance for work within CFS Appraisal Management.

EDUCATION & EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION & EXPERIENCE WILL BE CONSIDERED):

• High School Diploma or General Education Diploma (GED)
• A minimum of one year up to three years of similar or related experience, including preparatory experience.

Centra is an Equal Opportunity Employer

Qualifications

Education

Required

Equivalent combination education & experience or better.

High School or Equivalent or better.

Preferred

1-3 years related experience or better.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.