This hourly (non-exempt) position is responsible for assisting Client Advisors and the Business Development Officer (BDO) with new sales opportunities within Client Advisory.
DUTIES & RESPONSIBILITES
- Attend prospective client meetings with the Client Advisor or Business Development Officer, leveraging available tools, resources, and information to identify opportunities to create customized customer solutions.
- Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the client, including the preparation of marketing materials used in prospective client meetings.
- Collaborate with internal business units to ensure a cohesive client experience tailored to individual needs, resulting in a comprehensive banking relationship.
- Manage new customer experience, ensuring satisfactory service standards and appropriate resolution is achieved.
- Communicate with prospective client from first meeting until account is funded and transitioned to Client Advisor.
- Monitor the transfer of securities and/or cash into newly established accounts.
- Monitor marketing materials to assure current versions are always available.
- Work with internal partners to update sales and portfolio templates. Utilize sales templates to prepare investment allocation proposals.
- Prepare and participate in internal presentations.
- Update New/Closed business report.
- Handle incoming and outgoing mail distribution and overnight deliveries.
- Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS
- High school diploma or equivalent required. Bachelor’s degree preferred.
- Minimum one year of financial services/banking industry experience preferred.
- Must be detail oriented with strong organizational skills and the ability to meet deadlines.
- Prior bank or investment firm support experience is a plus.
- Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to effectively tailor the message appropriately to the audience and situation.
- Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
- Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
- Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
- Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
- Proficiency with Microsoft 0365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
- Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
- Occasional travel to other First American Bank locations, Bank functions and training facilities may be required.
- Typical scheduled hours are Monday through Friday 8:00 a.m. to 5:00 p.m.
- Additional hours may be required depending upon business need.
- Punctuality is required to maintain First American Bank’s customer service standards.