Financial Planning Coordinator - Full Time

Genisys Credit Union; Auburn Hills (MI); Presencial; USD 42.000 - 56.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

Health Insurance

FSA

Disability Insurance

Tuition Assistance

Holiday Pay

401(k) + Profit Sharing

Descripción de la vacante

Genisys Credit Union in Auburn Hills is seeking a Financial Planning Coordinator to support the Investment Services program. You will schedule, assist, and follow up on member appointments with our Investment Services Advisor, market the program, and handle administrative functions.

This role focuses on delivering high-quality member service, promoting credit union products, and helping achieve organizational goals within a collaborative team.

Formación

• High school diploma or equivalent.
• Excellent communication skills with a consistently positive and supportive attitude.
• Strong ability to prioritize tasks, multitask efficiently, and stay organized in a dynamic environment.

Responsabilidades

• Marketing & Strategy: Plan monthly marketing strategies and collaborate with the Marketing team and BAR Financial to determine the best delivery channels for the Genisys Investment Services program.
• Referral Management: Proactively follow up on referrals from all sources, including team members, marketing leads, seminars, and members.
• Calendar & Appointment Coordination: Confirm calendar appointments set by team member referrals, log appointments from all sources (walk-ins, seminars, leads, review/thank-you letters), and guide potential new members/clients on what information to bring to their first appointment.
• Tracking: Accurately track and manage all referral data.

Conocimientos

Interpersonal Skills

Organizational Skills

Communication skills

Educación

High school graduate or equivalent

Descripción del empleo

Financial Planning Coordinator - Full Time

Full Time Corporate, Auburn Hills, MI, US

Today Requisition ID: 2698

Location: Auburn Hills Branch

Company: Genisys Credit Union

About Us

At Genisys Credit Union, we deeply value our employees—they are the driving force behind our ongoing growth and our reputation as a financial institution of choice. We are currently seeking a motivated, member-focused candidate to join our team as a Financial Planning Coordinator at our Auburn Hills branch.

Position Purpose

Working under general supervision and in accordance with established policies, the Financial Planning Coordinator plays a key role in growing the Genisys Investment Services program. In this role, you will schedule, assist, and follow up on member appointments with our Investment Services Advisor, market the program to both employees and credit union members, and handle vital administrative functions. You will be responsible for delivering high-quality member service and promoting credit union products to help meet established organizational goals.

Key Responsibilities

• Marketing & Strategy: Plan monthly marketing strategies and collaborate with the Marketing team and BAR Financial to determine the best delivery channels for the Genisys Investment Services program.
• Referral Management: Proactively follow up on referrals from all sources, including team members, marketing leads, seminars, and members.
• Calendar & Appointment Coordination: Confirm calendar appointments set by team member referrals, log appointments from all sources (walk-ins, seminars, leads, review/thank-you letters), and guide potential new members/clients on what information to bring to their first appointment.
• Tracking: Accurately track and manage all referral data.

Qualifications & Skills

• Education: High school graduate or equivalent.
• Interpersonal Skills: Excellent communication skills with a consistently positive and supportive attitude.
• Organizational Skills: Strong ability to prioritize tasks, multitask efficiently, and stay organized in a dynamic environment.

What We Offer (Benefits)

• Paid Time Off (PTO)
• Comprehensive Health, Dental, Vision, and Life Insurance
• Flexible Spending Accounts (FSA)
• Short-Term & Long-Term Disability
• Tuition Assistance (Up to $5,000 per year)
• Holiday Pay (8 hours per observed holiday)
• 401(k) program with up to a 3% match plus a 5% Profit Share

Genisys Credit Union is an Equal Opportunity Employer (EOE M/F/Disability/Veteran).