About this role
- 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