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Client Advisory Sales Associate

4 months ago

Elk Grove Village, United States First American Bank Full time

Job Description:

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

This hourly (non-exempt) position is responsible for assisting Client Advisors and the Business Development Officer (BDO) with new sales opportunities within Client Advisory.

DUTIES & RESPONSIBILITES

  • Attend prospective client meetings with the Client Advisor or Business Development Officer, leveraging available tools, resources, and information to identify opportunities to create customized customer solutions.
  • Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the client, including the preparation of marketing materials used in prospective client meetings.
  • Collaborate with internal business units to ensure a cohesive client experience tailored to individual needs, resulting in a comprehensive banking relationship.
  • Manage new customer experience, ensuring satisfactory service standards and appropriate resolution is achieved.
  • Communicate with prospective client from first meeting until account is funded and transitioned to Client Advisor.
  • Monitor the transfer of securities and/or cash into newly established accounts.
  • Monitor marketing materials to assure current versions are always available.
  • Work with internal partners to update sales and portfolio templates. Utilize sales templates to prepare investment allocation proposals.
  • Prepare and participate in internal presentations.
  • Update New/Closed business report.
  • Handle incoming and outgoing mail distribution and overnight deliveries.
  • Conduct and complete additional assignments/projects as designated by management.

QUALIFICATIONS

  • High school diploma or equivalent required. Bachelors degree preferred.
  • Minimum one year of financial services/banking industry experience preferred.
  • Must be detail oriented with strong organizational skills and the ability to meet deadlines.
  • Prior bank or investment firm support experience is a plus.
  • Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to effectively tailor the message appropriately to the audience and situation.
  • Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
  • Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
  • Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
  • Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
  • Proficiency with Microsoft 0365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
  • Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
  • Occasional travel to other First American Bank locations, Bank functions and training facilities may be required.
  • Typical scheduled hours are Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
  • Punctuality is required to maintain First American Banks customer service standards.