What are the responsibilities and job description for the 401(K) Officer position at Maquoketa State Bank?
To apply for thisposition,go to our website Ohnward Bancshares, Inc.
www.ohnward.com
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POSITION SUMMARY
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 Responsibilities
To 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
- Bachelors 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.)
BENEFITS
Stakeholder Bonus
Health Insurance
Dental Insurance
Retirement Plan (401k) 3% Safe Harbor Contribution Discretionary Contribution
10 Observed Holidays
PTO
Group Term Life provided
Short Term Disability - 100% provided by company
Long Term Disability
Maternity/Paternity Leave 100% of pay
Community Involvement
Pay-It-Ohnward Company Giving Program
Grilling for Charity Community Donations
Thank God Its Monday (TGIM) Company Event
To apply for thisposition,go to our website Ohnward Bancshares, Inc.
www.ohnward.com
- About Us
- Careers
- Apply Now
Equal Opportunity Employer