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Wealth Services Sales Support
6 days ago
Identifying, researching, analyzing, and resolving customer account issues.
Supporting the Financial Consultant(s) to execute on the “Work the Book” strategy to include preparing for client appointments, scheduling appointments from book and retail opportunities.
Various administrative tasks such as preparing internal financial reports, email communication to retail branch teams, correspondence, train/support bankers (licensed and non-licensed) on investment systems / referrals, manage FC(s) calendar to include scheduling client appointments, meetings with bankers and conference room reservations
Creating and distributing newsletters, presentations, and other support materials to educate retail branch banking team members and sales teams on product offerings, sales initiatives, and sales execution strategies
Maintains up to date knowledge of products, services, departmental systems and related technology
Adhere to all REGULATORY AND COMPLIANCE issues linked to the job and the team and understand how these issues help the bank achieve the vision of remaining an independent bank.
Requirements:
HS Diploma, GED or Foreign Equivalent required
Life, Health and Accident license. If not held at time of hire, it is preferred incumbent obtain the Life/Health license within 6 months of hire
Variable Annuity. If not held at time of hire, it is preferred incumbent obtain the Variable Annuity license within12 months of hire.
Series 7. If not held at time of hire, it is preferred incumbent obtain the Series 7 license within12 months of hire.
Series 63 or Series 66. If not held at time of hire, it is preferred incumbent obtain the Series 63 license within90 days of passing the Series 7
1 year experience as an administrative assistant or comparable investment & insurance industry position
Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.
Positive attitude with exceptional operational skills
Service oriented and be able to work well with branch employees and bank customers.
Demonstrated ability to work well in a team environment
Demonstrated ability to follow company policies, guidelines and procedures
Strong written and verbal communication skills to include phone skills. Communication with clients to include setting appointments, providing detailed information on customer accounts, as well as, service issues.
Strong organizational and prioritizing skills with close attention to detail.
Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization.
Demonstrated ability to maintain confidentiality using tact and diplomacy
Excellent skill levels with Microsoft Office including but not limited to MS Word, MS Excel, PowerPoint
Flagstar is an equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, or national origin.
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