What are the responsibilities and job description for the Financial Services Associate - Crews Financial Services team position at Crews Bank & Trust?
Crews Financial Services is looking to add a Financial Services Associate to the team.
Do you have a desire to develop and maintain long term relationships? Ability to empathize and work effectively with clients and families? Proven problem-solving and critical-thinking skills? Display professional and courteous behavior in all situations?
We would love to talk more with you.
The Financial Services Associate provides customer service, analyzes customer needs, offers suitable products and services to meet the needs, and maintains ongoing client relationships. Works closely with the branch network and other lines of business for referrals and maintaining a healthy, growing book of business.
Requirements:- Embraces the Mission, Vision, Values and Crews Basics established for the organization
- Accepting referrals, holding client meetings, and recording outcomes
- Opening accounts within the Osaic system
- Assisting clients with financial matters including working with financial planning software
- Referring business to other lines of business
- Expected to maintain all required continuing education and professional requirements for licenses held
- Understands and follows all regulatory practices and guidelines
Minimum Skill Requirements and Background:
- Desire and willingness to work in a collaborative, flexible and team-oriented work environment
- Effective inter-personal communications skills
- Proven critical thinking and problem-solving skills
- Strong working knowledge of using the Microsoft Office suite platform and WebEx
- Displays professional and courteous behavior in all situations
- Strong attention to details, prioritization skills, and completion of projects
- Ability to empathize and work effective with clients and families
- Ability to develop and maintain long term relationships
Education and Experience:
- Bachelor’s Degree in business or related field preferred
- 2-5 years of non-deposit investment and insurance experience
- Positive FINRA Broker Check disclosure events history, relative to years of experience.
- Will obtain Series 6, 63 licenses, Life, Health & Variable Annuity License within set timeframe to be determined. Educational study will be provided during working hours and will be coordinated with supervisor.
Crews Bank & Trust (and related entities) are an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.
EEo/Vets/Disability
