Investment Services Coordinator: Growth & Member Impact

Genisys Credit Union; Auburn Hills (MI); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

PTO

Health Insurance

FSA

Disability Insurance

Tuition Assistance

Holiday Pay

401(k) + Profit Sharing

Job summary

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.

Qualifications

• 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.

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.

Skills

Interpersonal Skills

Organizational Skills

Communication skills

Education

High school graduate or equivalent

Job description

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.