Job Description

We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!

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/

Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future.
Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at Recruiting@nuvisioncu.org. We will work with you to meet your needs in accordance with applicable laws.