Job Description

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.