Wealth Services Sales Support & Service Specialist

Job Summary

Required Qualifications

• •High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• •1+ Years experience as an administrative assistant or comparable investment & insurance industry position
• •Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction
• •Positive attitude with exceptional operational skills
• •Service oriented and be able to work well with branch employees and bank customers
• •Demonstrated ability to work well in a team environment
• •Demonstrated ability to follow company policies, guidelines and procedures
• •Strong written and verbal communication skills to include phone skills
• •Communication with clients to include setting appointments, providing detailed information on customer accounts, as well as, service issues
• •Strong organizational and prioritizing skills with close attention to detail
• •Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization
• •Demonstrated ability to maintain confidentiality using tact and diplomacy
• •Excellent skill levels with Microsoft Office including but not limited to MS Word, MS Excel, PowerPoint
• •Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights
• •Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results
• •Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience
• •Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders
• •No unusual physical exertion is involved

Desired Qualifications

• •Life, Health and Accident license
• •Variable Annuity
• •Series 7
• •Series 63 or Series 66
• •Preferred customer service skills and the ability to resolve problems and prevent customer dissatisfaction
• •Preferred positive attitude with exceptional operational skills
• •Preferred service oriented and be able to work well with branch employees and bank customers
• •Preferred demonstrated ability to work well in a team environment
• •Preferred demonstrated ability to follow company policies, guidelines and procedures
• •Preferred strong written and verbal communication skills to include phone skills
• •Preferred communication with clients to include setting appointments, providing detailed information on customer accounts, as well as, service issues
• •Preferred strong organizational and prioritizing skills with close attention to detail
• •Preferred excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization
• •Preferred demonstrated ability to maintain confidentiality using tact and diplomacy
• •Preferred excellent skill levels with Microsoft Office including but not limited to MS Word, MS Excel, PowerPoint
• •Preferred demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights
• •Preferred Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results
• •Preferred Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience
• •Preferred Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders