Financial Services Associate

Job Overview

Assists the Dupaco Financial Services department in a support capacity, greeting members, assist with scheduling appointments, working with clients, client files, performing data entry, supports the Financial Services Manager, Operations Supervisor and SVP of Wealth Management and Insurance Services in a variety of tasks

You’ll be:

• Provide quality service to members, potential members and coworkers.
• Demonstrate teamwork and professionalism in all interactions with coworkers.
• Promote a professional image of the credit union at all times.
• Greet members in reception area, direct them to appropriate financial advisor or other personnel.
• Track credit union sales, DFS referral from staff, and approval of referrals.
• Assist Sales Assistants with representative’s paperwork and file as required.
• Assist as needed with DFS seminars.
• Distributing information and brochures to clients, as required.
• Assist as needed with setting up and maintaining accurate client files.
• Performs filing, faxing, scanning and correspondence as needed.
• Answer telephone and direct members and clients regarding various servicing issues.
• Utilize Redtail CRM.
• Be able to multi task and prioritize job responsibility
• Direct client inquiries in a timely fashion to the appropriate representative
• Process Representatives reports/review letters to clients
• Ordering supplies/prospectus’
• Monthly call sheet
• Maintain knowledge of products offered through Dupaco Financial Services and Dupaco Credit Union
• Perform other duties as assigned.

You’ll need:

• High school diploma or equivalent.
• Excellent verbal and written skills.
• Excellent telephone skills.
• Show competency with Excel, Word, and Outlook
• Math skills, including the ability to calculate figures and amounts such as percentages.