Investment Services Marketing & Support Coordinator

Texas Trust Credit Union; Arlington (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Texas Trust Credit Union seeks a proactive coordinator to support the Investment Services program and Financial Advisors. You will schedule appointments with members and advisors, market Investment Services to employees and members, and perform administrative tasks for the program and team.

You will coordinate training with Retail Operations and Marketing, assist with seminars and events, and collaborate with the Marketing Team to ensure consistent messaging.

Qualifications

• Two to three years of similar or related experience.
• High School Diploma/GED; Life and Health Insurance license within 90 days; preferred: SIE, Series 63, Series 6, Life and Health; Series 7 within 12 months.

Responsibilities

• Administrative/Member Servicing: Account Service Requests, Salesforce maintenance, Member Onboarding, Ordering Supplies, Expense Tracking, Appointment Setting, Appointment Confirmation and Preparation, Member Servicing, Process Mail, Manage Calendars.
• Sales Support: Referral Tracking, Referral Contests, Program Reporting, Proactive Phone Calls, CD Lists, High Deposits, 59 1/2 Member.
• Marketing: Birthday/Holiday Cards, Member Review Letters, Newsletters/Articles distribution, Member Thank You’s, Planning, Production and Follow-up of Events, Marketing Compliance, Campaigns.
• Coordination & Collaboration: Create strategy, framework and tactics; liaison with TruStage; coordinate training with Retail Operations, Talent & Development and Financial Advisors; collaborate with marketing associates; promote Investment Services program.

Skills

Microsoft Word

Microsoft Excel

Communication skills

Team collaboration

Salesforce CRM

Education

High School Diploma/GED

Tools

Salesforce

Job description

Texas Trust Credit Union seeks a proactive coordinator to support the Investment Services program and Financial Advisors. You will schedule appointments with members and advisors, market Investment Services to employees and members, and perform administrative tasks for the program and team.

You will coordinate training with Retail Operations and Marketing, assist with seminars and events, and collaborate with the Marketing Team to ensure consistent messaging.