Job DetailsJob LocationPoplar Bluff Oak Grove Branch - Poplar Bluff, MOPosition TypeFull TimeDescriptionPRIMARY PURPOSE OF JOBThis position provides administrative support to the clients and Financial Advisors in the department. The position entails providing general office support, clerical duties and other similar tasks, such as: scheduling, organization of meetings, data entry and preparation/review of correspondence. The team member would also train with and shadow a Registered Financial Assistant.EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS
- Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
- Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.
ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS
- Data entry and upkeep of department database of clientele and referral sources;
- Open new customer accounts as needed, and communicate with customers as necessary;
- Frequent communication with financial advisors, bank representatives and other via email and phone;
- Provide a cordial initial contact with all clients, customers and guests who come in or call;
- Manage multiple calendars, marketing materials, out-bound mail, in-bound mail distribution and updating of account information;
- Tracking marketing materials as they go through the compliance process;
- Provide wealth management clients with a compelling service experience utilizing the digital tools available through Ameriprise including the online experience, Mobile App, Mobile Deposit, EFile Delivery, Box for Ameriprise and E Signature;
- Utilize the Ameriprise Client Relationship Management system to create eMeetings, email campaigns, Calendar and events;
- Manage Ameriprise Marketing on Demand, Go Social campaigns and create fresh content for Advisor and Wealth Management websites and social media sites like Facebook and LinkedIn;
- Assist in Annual Client Reviews by creating documents and gathering financial data. Collect personal financial data from clients to create financial plans through MoneyGuide Pro, NaviPlan and other financial planning software;
- Plan client events and assist with the marketing department with event marketing collateral.
- Assist with other duties as assigned by supervisor.
QualificationsKNOWLEDGE, SKILLS AND ABILITIES
- Excellent oral and written communication skills;
- Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit;
- Highly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients needs and issues. Excellent customer service skills;
- Proficient with the complete Microsoft Office 2010 including: Word, Excel, PowerPoint, Outlook, etc.;
- Must be able to work independently with minimum supervision;
- Professional demeanor;
- Ability and experience articulating complex and in-depth concepts.
The following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS
- Experience in the Financial Services industry or related business preferred
- Experience problem solving and resolving escalated issues.
- Experience in high-stress, deadline-driven environment preferred.
CORE COMPENTENCIESBuilding Trust Interacting with others in a way that gives them confidence in ones intentions and those of the organization. Customer Focus Ensuring that the customer perspective is a driving force behind business decisions and activities; crafting and implementing service practices that meet customers and own organizations needs. Contributing to Team Success - Actively participating as a member of a team to move the team toward the completion of goals. Engagement Readiness Demonstrating a willingness to commit to ones work and to invest ones time, talent and best efforts in accomplishing organizational goals.Managing Work- Effectively managing ones time and resources to ensure that work is completed efficiently.Applied Learning Assimilating and applying new job-related information in a timely manner.Quality Orientation- Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.