- Support outreach efforts and represent CFSB at community events
- Participate in Chamber events, business luncheons, ribbon cuttings, and advisory meetings (as available)
- Assist with deliveries and community engagement activities
- Assist with vendor bids and pricing for events
- Develop and maintain checklists
- Prepare event materials
- Confirm times, locations, and logistics
- Manage RSVPs and attendance
- Coordinate team member assignments (roles, times)
- Assist with community room setup and teardown
- Help with follow-up communication and thank-you messages
- Record event notes and outcomes
- Client call prep and light prospect research
- Assemble swag baskets and closing gifts
- Maintain swag closet and inventory
- Send calendar invites and coordinate team schedules
- Support with internal event records, budgeting, and expense tracking
- Learn and comply with all established CFSB policies, procedures, and standards
- Perform other duties as requested by the Team Leader
PM22
Job description provided by Community Financial Services Bank.
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