Program Coordinator (Waltham, MA)

FUNCTIONAL SUMMARY: This entry-level position is responsible for providing overall administrative support to the Financial Services Program, executing process-oriented tasks focused on efficiency and case management completion, and supporting the promotion of the Program to Credit Union employees and members to meet strategic growth goals.

RESPONSIBILITIES:

1. Prepares client appointments and gathers necessary documents such as new client packets, bios, and preparing online paperwork.
2. Reviews outstanding documents such as account changes, transfers, trades, new accounts, etc. to verify accuracy and timeliness to meet member service levels.
3. Manages client account service needs using the account management system software.
4. Updates SalesForce; schedules tasks and/or follow-up appointments with potential clients.
5. Provides administrative support to advisors; coordinates the advisors’ schedules, maintains advisors’ calendars, sets up and confirms appointments with members, manages phone calls for advisors, orders supplies, and creates and manages contact information.
6. Supports Program compliance guidelines and maintains confidential member information by adhering to Program policies and procedures.
7. Supports the marketing efforts of the Program within the branches including updating lobby marketing materials and assists in executing member/client mailings and marketing.
8. Handles incoming calls, chats, and emails within a fast-paced environment in a courteous, professional, and efficient manner.
9. Provides clients with information regarding all products and services. When necessary, will direct calls to the appropriate advisor.

QUALIFICATIONS:

1. Minimum of a high school diploma or equivalent is required; some college preferred.
2. A minimum of three to five years of similar or related experience preferred.
3. Strong interpersonal, written/verbal communication, organizational skills needed.
4. Experience with personal computers in a windows environment including Outlook, Excel, PowerPoint, and Word.
5. Flexibility of work hours, and proven reliability/dependability required.
6. Must be able to handle multiple tasks effectively and accurately.
7. Tact and diplomacy, ability to maintain confidentiality and analytical ability required.
8. Possess initiative to resolve problems with good judgment.
9. Knowledge of Credit Union services and procedures preferred.