Financial Services Coordinator

Determine client/potential client need/request to meet with Financial Advisor(s), research inquiries, overcome objections and/or transfer to appropriate registered staff or designated area. Independently/proactively make outbound calls to members, wholesalers, and back office personnel to resolve rejected paperwork issues and schedule, confirm, and track referrals and appointments. Review accounts to identify irregularities, potential fraud and abuse governed by BSA/AML and notifies management and appropriate areas to take action. Participate in packaging, mailing, tracking and recording results of post-interview surveys to members/clients. Schedule, coordinate, participate and track expenditure, new business, appointment results from various marketing initiatives to NFCU membership. Conduct group/individual training for NFCU branch and/or contact center employees.

According to JobzMall, the average salary range for a Financial Services Coordinator in 1824 Marron Rd, Carlsbad, CA 92008, USA is $35,000 - $50,000 per year. This salary range may vary depending on the job requirements, the individual's qualifications, and the employer.

Navy Federal Credit Union is an armed forces bank serving the Navy, Army, Marine Corps, Air Force, Coast Guard, veterans, DoD & their families.