Small Business & Investment Services - Sales Assistant (Non-Licensed) - Full Time - Onsite (So.CA)

Provides support, coordinates and conducts client sales support and service activities for Investment Representative and associated Investment Program in an effort to increase investment program growth.    Responsibilities: Performs administrative duties for representative/s, which may include monitoring assigned representatives’ emails and voicemails for follow up items which may include prioritizing emails and voicemails (while remaining compliant for a nonregistered person) Calls clients and prospects, and makes appointments for the representative/s Processes incoming client mail, paperwork and other items to support the representative/s Follows up on any appointment leads (branch referrals, website, seminars, etc. Prospects for new clients within clearly defined markets. Manages scheduling, planning, and tracking of attendees for seminars and workshops Works with compliance to administer and track any advertising approvals as needed Supports and participates in continuous improvement activities. Represents the Credit Union in a positive and professional manner. Maintains member, team members and other sensitive information with confidentiality. Treats coworkers and members with respect Supports member relations and events that promotes member centric experiences.  Represents the Credit Union in a positive and professional manner. Other related duties, as assigned Qualifications: 2-years' experience in the financial industry; specifically, customer service phone experience or sales assistant administrative experience Basic understanding of financial services and products Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals Ability to effectively engage clients/prospects through effective interactions, interpersonal communication and relationship building skills  Excellent organization and prioritization skills Ability to deal with problems involving several concrete variables in standardized situations.  Demonstrated ability to learn and apply knowledge of various systems Proficient Microsoft Office skills are required (i.e. Teams, Word, Excel and Outlook). Strong proficiency in Outlook scheduling, calendars and emails Preferred Qualifications: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Utilizes active listening skills and effectively presents information to and/or responds appropriately to questions from groups of managers, clients, customers, and the general public Education:  High school diploma or equivalent Website: nuvisionfederal.com/careers Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement  Pay scale by applicable geographic work location: Southern California:  Min $22.46 - Mid $28.07 - Max $33.69  The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.    California Employee Privacy Notice: https://nuvisionfederal.com/disclosures/ccpa/