Financial Services Assistant

Overview Compensation : $20.00 - $28.00 hourly based on experience and credentials Schedule : Monday through Friday 8 : 30 AM 5 : 30 PM Location : Tampa, FL The Financial Services Assistant is a valued member of the Suncoast Trust & Investment Services (STIS) program.

Key responsibilities include a variety of administrative duties related to the efficiency and productivity of the representatives in the Financial Services Department.

An ideal candidate is honest and fair, conducting business in the best interest of the STIS program while providing quality member service.

The core objective of this opportunity is to market the STIS program’s services to Suncoast Credit Union employees and members.

Suncoast Credit Union is consistently chosen as a Top Workplace because its employees genuinely #LoveWork! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.

Chartered in , Suncoast has never furloughed any employees. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to :

• COMPETITIVE MARKET SALARIES
• MEDICAL COVERAGE
• PAID TIME OFF
• PAID HOLIDAYS
• PARENTAL LEAVE
• RETIREMENT PLANNING
• DEGREE ASSISTANCE
• BONUS OPTIONS
• ACCESS TO OVER 4, GYMS
• FREE IDENTITY THEFT PROTECTION
• PAID VOLUNTEER HOURS
• LEGAL ASSISTANCE
• MENTAL HEALTH RESOURCES
• EMPLOYEE LOAN DISCOUNTS
• Get the benefits you deserve from an organization that cares about your well-being, inside and outside the workplace. Join a team that supports a healthy body, healthy mind, and healthy work-life balance! Responsibilities Assist representatives with member servicing by establishing and maintaining relationships with credit union members Conduct outbound sales or service calls and screen incoming calls for sales opportunities, notifying representatives as needed Maintain representatives' calendars and schedule appointments Monitor representatives’ books of business for sales opportunities to increase member retention Act as a resource for existing member clients by fulfilling requests when a representative is unavailable Conduct annual account reviews, service and administer (b) and accounts Act as a liaison between parties involved in the account servicing workflow Attend business-related events to promote the program Designate mutual funds as directed by the financial advisor or the member, then monitor for settlement Ensure an acceptable open queue level in the referral database by contacting referrals within 24-48 hours, tracking referral progress, providing notes and feedback Utilize the Client Relationship Database (CRM) system to build client relationships by collecting and entering accurate data such as tasks, activities, and member interactions Generate reports to assist with marketing campaigns and other marketing activities initiated from CRM data Process and submit documents into the broker-dealer system in accordance with compliance requirements Obtain the necessary documentation from the representative, member client, or broker-dealer to sustain In Good Order paperwork Collaborate with team members to promote multiple member touchpoints and a culture of integrity across business lines Cultivate a strong working relationship with credit union staff and members Maintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelines Administer assigned accounts according to the established credit union and financial product guidelines Attend educational events to increase professional knowledge and remain current on required continuing education modules Qualifications High school diploma or equivalent 3+ years of financial services experience Series 6 FINRA registration and Florida Life Insurance License required (or ability to obtain within 90 days of employment) Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines Accurate, detail-oriented, and organized with task management Ability to analyze and resolve routine problems or situations Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators Ability to communicate information requiring explanation or interpretation Must be able to maintain high level of confidentiality.

Assist representatives with member servicing by establishing and maintaining relationships with credit union members Conduct outbound sales or service calls and screen incoming calls for sales opportunities, notifying representatives as needed Maintain representatives' calendars and schedule appointments Monitor representatives’ books of business for sales opportunities to increase member retention Act as a resource for existing member clients by fulfilling requests when a representative is unavailable Conduct annual account reviews, service and administer (b) and accounts Act as a liaison between parties involved in the account servicing workflow Attend business-related events to promote the program Designate mutual funds as directed by the financial advisor or the member, then monitor for settlement Ensure an acceptable open queue level in the referral database by contacting referrals within 24-48 hours, tracking referral progress, providing notes and feedback Utilize the Client Relationship Database (CRM) system to build client relationships by collecting and entering accurate data such as tasks, activities, and member interactions Generate reports to assist with marketing campaigns and other marketing activities initiated from CRM data Process and submit documents into the broker-dealer system in accordance with compliance requirements Obtain the necessary documentation from the representative, member client, or broker-dealer to sustain In Good Order paperwork Collaborate with team members to promote multiple member touchpoints and a culture of integrity across business lines Cultivate a strong working relationship with credit union staff and members Maintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelines Administer assigned accounts according to the established credit union and financial product guidelines Attend educational events to increase professional knowledge and remain current on required continuing education modules

High school diploma or equivalent 3+ years of financial services experience Series 6 FINRA registration and Florida Life Insurance License required (or ability to obtain within 90 days of employment) Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines Accurate, detail-oriented, and organized with task management Ability to analyze and resolve routine problems or situations Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators Ability to communicate information requiring explanation or interpretation Must be able to maintain high level of confidentiality.