Job DetailsJob LocationMaquoketa State Bank Main - Maquoketa, IADescriptionTo apply for this position, go to our website Ohnward Bancshares, Inc. www.ohnward.com
This position is responsible for managing and maintaining complex, comprehensive client relationships. Responsible for managing, educating, resolving client issues, building relationships and meeting the needs of the plan sponsors and plan participants.KEY ORGANIZATIONAL RELATIONSHIPS
- Reports to Sr. Trust Officer.
- Works closely with Trust Department team, clients, vendors.
DUTIES AND RESPONSIBILITIES Essential Duties and ResponsibilitiesTo perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Managing and growing a book of business.
- Developing solid relationships with clients, financial advisors and business partners. Ensuring client service expectations are met and exceeded while balancing the risk and exposure.
- Accountable for client retention, profitability and revenue goals.
- Performing complex inquires and research. Ensuring adequate due diligence and recordkeeping.
- Provide training, onsite enrollment and education meetings for new and existing clients.
- Analyze and provide input regarding the investment strategy for plan participants in individual retirement solutions.
- Identify client needs and proactively propose value added retention
- Investment product knowledge (i.e., 401k options, annuities, tax, retirement plans, money funds, mutual funds, liabilities, margin, trust operations, etc.)
- Performs other duties as assigned.
SKILLS AND ABILITIES To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.
- Sound judgment, ethics and decision making skills.
- Strong client service and communication skills. Exceptional interpersonal skills.
- Good training techniques and familiarity with features and investment options.
- Problem solving, analytical skills and attention to detail.
EDUCATION AND EXPERIENCE
- Bachelor's Degree in Business Administration, Finance, Sales or related field; 4-6 years' experience and/or training; or equivalent combination of education and experience.
- Investment product knowledge (i.e., 401k, options, annuities, tax, retirement plans, money funds, mutual funds, liabilities, margin, trust operations, etc.)
BENEFITSStakeholder BonusHealth InsuranceDental InsuranceRetirement Plan (401k) 3% Safe Harbor Contribution + Discretionary Contribution10 Observed HolidaysPTOGroup Term Life providedShort Term Disability - 100% provided by companyLong Term DisabilityMaternity/Paternity Leave 100% of payCommunity InvolvementPay-It-Ohnward Company Giving ProgramGrilling for Charity Community DonationsThank God Its Monday (TGIM) Company EventTo apply for this position, go to our website Ohnward Bancshares, Inc. www.ohnward.com
Equal Opportunity Employer