Registered Sales Assistant

Patelco Credit Union

Castro Valley (CA)

On-site

USD 60,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Flexible work arrangements available

Job summary

Patelco Credit Union is seeking a detail-oriented Investment & Insurance Services assistant to support member service and sales across multiple Northern California locations, including Castro Valley. You will coordinate with Financial Advisors, update client accounts, and assist with travel and scheduling.

The role requires an AA degree (or equivalent), at least two years of experience, and familiarity with financial terms.

Qualifications

AA degree in Business preferred or equivalent.
At least two years of job-related work experience.
Must have a valid CA Class C license for travel to branches.
Familiarity with financial and investment terms, products and markets.
Proficient in MS Word, PowerPoint and Excel.
Proficient in Unio or NetX Pro.
Bilingual English/Spanish a plus.

Responsibilities

Coordinates with Financial Advisors and branch staff on referrals and training.
Researches client information while maintaining and updating accounts.
Follows up on client documentation for account maintenance.
Analyzes reports to offer suitable solutions to members and staff.
Prepares letters, forms, and spreadsheets to service clients.
Maintains professional appearance and conduct with members and staff.
Schedules appointments and follows up on leads.
Manages calendars and travel arrangements for the representative.

Skills

Strong communication skills

Bilingual English/Spanish

Financial terminology familiarity

Education

AA degree in Business preferred or equivalent

Tools

Microsoft Word/PowerPoint/Excel

Unio

NetX Pro

Job description

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview

In this role, responsibilities will include providing member service and sales support for the Investment & Insurance Services group for the organization.

This Person Will Support the Below Locations

Castro Valley (home branch)
San Francisco Main
San Francisco Sunset
Oakland Webster
Oakland City Center
San Ramon
Danville

Responsibilities

Coordinates with Financial Advisors and branch staff on referral reports, meetings and other investment and financial services related training.
Conducts research on client and security information while maintaining and updating members’ brokerage accounts, securities, and mutual funds.
Researches and follows-up on client documentation for proper maintenance of the accounts.
Analyzes reports and statements to determine and offer appropriate solutions, options and resources to members, Financial Advisors, and staff.
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
Ensure overall professional appearance, including work area, over the phone or in face-to-face contact with members, other employees, or vendors.
Follows up on any appointment leads (branch referrals, website, seminars, etc.).
Calls clients and prospects and makes appointments for the representative.
Processes incoming client mail, paperwork and other items to support the representative.
Assists representative with back to representative service items.
Maintains calendar for the representative.
Performs service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails.
Works with compliance to administer and track any advertising approvals as needed.
Prospects for clients within clearly defined markets.
Manages scheduling, planning, and tracking of attendees for seminars and workshops.
Assists Financial Advisor with travel arrangements and other travel-related items.
Fosters and supports relationships with clients.
Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.
Works closely with other personnel and assistants to build program.
Supports entire program and pitches in when other assistant(s) are out, if applicable.
Sets and keeps consistent office hours.
Supports Patelco CU Mission and Corporate Values.
Other projects and duties may be assigned.
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.

Qualifications

AA degree in Business preferred or equivalent.
At least two (2) years of job-related work experience.
Occasional travel to branch locations. Must have a valid CA Class C license.
Familiarity with financial and investment terms, products and markets preferred.
Proficient in MS applications such as Word, PowerPoint, Excel.
Proficient in Financial program software such as Unio or NetX Pro.
Strong communication skills/proficiency.
Bilingual (English/Spanish), in both written and oral, a plus.

Target Base Pay

$29.50 / hr

Compensation At Patelco

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

We Offer

Physical Health