Financial Planning Coordinator - Full Time

Genisys Credit Union; White Lake (WI); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial institution in White Lake is seeking a Financial Planning Coordinator to assist member services and coordinate marketing strategies for their investment services program. Key responsibilities include organizing appointments, tracking referrals, and providing member support. Essential skills include strong organizational abilities and excellent interpersonal skills. The position offers competitive benefits including paid time off and insurance options.

Benefits

Paid Time Off

Health, Dental, Vision, Life Insurance

Paid Tuition to $5000 per year

Holiday pay at 8 hours per observed holiday

401k up to 3% match and 5% Profit Share

Qualifications

• Must exhibit a positive and supportive attitude.
• Must be able to prioritize and multitask.

Responsibilities

• Plan marketing strategies each month.
• Coordinate with the Marketing team and BAR Financial.
• Follow-up referrals from all sources.
• Confirm appointments set by team member referrals.
• Explain information needed for first appointments.
• Referral tracking.

Skills

Excellent interpersonal skills

Strong organizational skills

Education

High school graduate or equivalent

Job 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