American National Bank of Texas

Wealth Management Sales Specialist

2 months ago
Job ID
2017-2414
US-TX-Rockwall
Rockwall Main

Overview

Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products.  We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success. 

Responsibilities

The Wealth Management Sales Specialist is responsible for the day-to-day operational management of the registered representatives's office to whom they report.  Ths will include a variety of clerical, administrative activites, including the oversight of the branch compliance files.  Additionaly, the Sales Specilist will directy support and assist in discovering prospective clients. 

 

  • Performs data entry and processes paperwork for new accounts including ongoing maintenance and customer changes
  • Performs data entry and executes trade orders including stocks, bonds, mutual funds, UIT's options and systematic buy/sale orders
  • Manages marketing campaigns utilizing various tachnology including CRM, broker-dealer resources, and other third party providers
  • Solicits new business and referrals by building sound and strong relationships with banking center partner and clients
  • Aides the registered representative in various research and bis able to competently buildssales presentations
  • Collaborates with the registered representative in collecting data for initial meetings with clients, client reviews, and prospective client meetings
  • Maintains and updates compliance records and files

Qualifications

Qualifications

  • High School diploma or GED; some college preferred
  • 3-5 years customer service related experience
  • Series 6 and 63 required; ability to obtain TX Life/Health Insurance license within 6 months
  • Previous experience in financial services industry, preferred

Skills

  • Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
  • Lifting in an office setting may be required up to 30 lbs.

 

Equal Opportunity Employer

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