Maps Credit Union
Salem, OR
Maps Credit Union Description:
Maps Credit Union seeks a Private Client Associate to join our growing Private Client team. This support role assists the Private Client Relationship Managers in delivering exceptional advice and service to our members and performing administrative tasks for the team. The ideal candidate for this is self-motivated, detail-oriented, professional and an excellent communicator. Key responsibilities include: Support the Private Client Relationship Managers by managing and maintaining relationships with clients to earn trust, understand needs, provide targeted advice, develop thoughtful solutions and deliver an exceptional client experience. Coordinate Private Client events and assist with distribution of marketing materials. Assist with tracking Private Client data and department budget and goals. Provide lobby leadership of the professional services floor. Act as a guide to clients and visitors of Private Client and Maps Investments...