What are the responsibilities and job description for the Associate Financial Representative position at Minster Bank?
Job Description
Job Description
WHY WORK FOR MINSTER BANK?
When choosing a bank partner, relationships matter. For over 100 years, Minster Bank has been helping individuals, families and businesses achieve their dreams by offering a variety of services. We encourage our employees to achieve their dreams by providing a family-friendly work environment that promotes growth, job satisfaction and teamwork.
JOB SUMMARY
The Associate Financial Representative is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of the investment program, the Associate Financial Representative is expected to work closely with key personnel to provide a superior client experience across the full spectrum of the client's financial life. Other responsibilities include :
- Responsible for helping the Wealth Management department grow by developing new business and promoting Minster Bank Prive Wealth Management services to prospective clients.
- Make presentations on financial services to groups to attract new clients.
- Sell financial products and services to clients for investment and insurance purposes to help meet their financial goals.
- Maintain and develop an ongoing relationship with existing clients through communication and managing the operational experience for the client.
- Read status reports; perform calculations to monitor clients' accounts; verify transactions.
- Skilled in giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Attend outreach events to increase awareness of the services the investment program offers in the community.
- Ensure compliance with applicable laws and regulations; provide timely and appropriate account disclosures.
KNOWLEDGE, SKILLS & ABILITIES
JOB TYPE : Full-Time, Exempt, 40 hours per week
WORK LOCATION : In person
SCHEDULE : Day shift Monday through Friday with some Saturday mornings and additional hours if needed
Minster Bank is an equal opportunity employer.
Job Posted by ApplicantPro
