Investment Services Coordinator

Role Responsibilities

The role of this this position is to ensure the success of the Teas Trust Investment Services program and that of the Financial Advisors. This position schedules appointments with members and Financials Advisor, markets the Texas Trust Investment Services program to credit union employees and members, performs administrative functions in support of the Investment Services program and Financial Advisors. This role guides and promotes progress toward established goals for the program and the team.

Administrative/Member Servicing
• Account Service Requests
• Salesforce (CRM) 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 o CD Lists o High Deposits o 59 ½ 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
• Assist in creating strategy, framework, and tactics.
• Serve as a liaison with Trust age partner and Texas Trust Marketing Team.
• Coordinate ongoing training with Retail Operations, Talent & Development and Financial Advisors.
• Collaborate with the existing team marketing associates.
• Promote Investment Services program to both credit union employees and Texas Trust.
• Promote a consistent approach to messaging and branding across materials.
• Monitor the company's presence in the media and provide timely/relevant updates to marketing, advisors, and executive management.
• Identify new opportunities by staying abreast of market trends, technology, and development.
• Support other strategic initiatives and activities as warranted or assigned.
• Coordinate lobby displays and ensure materials are well supplied and current.
• Coordinate mailings of newsletters, surveys, seminars, annual review letters, and appointment information forms.
• Assist with seminars, make room arrangements, assemble packets, and confirm seminar attendance.
• Presents a helpful and positive attitude, focusing on solutions and promoting a collaborative environment at all times.
• Practices and brings to life with the team our “Yes And… culture.
• Comply with established regulations and law requirements.
• Perform various other duties as assigned.

Required Experience
• Two to three years of similar or related experience.

Skills, Education and/or Certifications Required
• High School Diploma/GED.
• License/Certifications o Required-SIE or Series 63 Securities Licenses, Series 6 Securities License, and Life and Health license. Must be obtained within 90 days of employment.
o Preferred- Series 7 license. Must be obtained within 12 months of employment.
• Systems and Software: Microsoft Word and Excel.
• Excellent human relations skills and communication skills.
• Understand and believe in the Texas Trust Investment Services program.
• Ability to market the program.
• Ability to work in a team environment.
• Comfortable working both face-to-face and on the telephone with people.
• Friendly, outgoing, and creative.
• Requires an organized, detail-oriented self-starter who is able to work independently.
• Strong processing, analytical and problem-solving skills.
• Strong listening skills and communication skills.
• Possess a strong work ethic and team player mentality.
• Highly developed sense of integrity and commitment to member satisfaction.
• Required to handle all member information in a confidential manner.
• Professional written and verbal communications skills.

Texas Trust Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.