Financial Services Relationship Builder
1 week ago
We are seeking a talented Branch Office Administrator to join our team in Burley, ID.
This is a full-time position with a competitive salary range of $20.00 - $22.26 per hour.
Job OverviewIn this role, you will be responsible for building and maintaining strong relationships with clients, identifying opportunities to create efficiency, and managing multiple priorities in a deadline-driven environment.
- Key Responsibilities:
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
To succeed in this role, you will need to have:
- Able to deepen and broaden client relationships
- Ability to identify opportunities to create efficiency
- Strong ability to work independently
- Ability to manage multiple priorities in a deadline-driven environment
- Proficient in current and new office technology
- Willingness to learn how financial services/markets work
We offer a comprehensive benefits package including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.
Our benefits package also includes a 401(k) retirement plan, health savings account, and flexible spending account.
We observe 10 paid holidays and provide 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
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