Concierge bei Liberty FCU

Liberty FCU, a full-service credit union, is looking for a Concierge for Liberty Wealth Services to be the first point of contact for members engaging with the credit union's wealth management program.  This role is responsible for delivering a high-touch, personalized experience, coordinating member interactions with financial advisors, and ensuring seamless access to wealth services.  The concierge supports both member engagement and internal operations, acting as a liaison between members, advisors, and other departments.  If interested, please proceed by clicking apply.

Duties and responsibilities:

• Member Experience & Engagement
  • Greet and assist members seeking wealth services, providing a warm and professional first impression.
  • Schedule appointments, follow up on inquires, and ensure timely responses to member needs.
  • Educate members on available wealth services, including financial planning, investment management, retirement solutions, and insurance offerings.
  • Maintain a proactive outreach calendar for client check-ins, event invitations, and service reminders.
• Operational Support
  • Coordinate advisor calendars, meeting logistics, and documentation flow.
  • Prepare onboarding packets, client intake forms, and follow-up materials.
• Advisor & Team Collaboration
  
  • Serve as a communication bridge between members and advisors.
  • Support advisors with client prep, meeting notes, and follow-up tasks.
  • Help organize internal training, team meetings, and client appreciation events.
• Marketing & Events
  • Promote wealth services through branch signage, newsletters, and member communications.
  • Assist in planning and executing seminars, webinars, and educational workshops.
  • Track attendance and feedback to improve future engagement efforts.

Qualifications:

• Strong interpersonal and communication skills; ability to build rapport quickly.
• Experience in financial services, banking, or hospitality preferred.
• Detail-oriented with excellent organizational and multitasking abilities.
• Familiarity with CRM systems, scheduling tools, and Microsoft Office Suite.
• Passion for member service and a team-oriented mindset.

Benefits and Compensation: 

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.