American National Bank of Texas

  • Wealth Management Sales Assistant

    Posted Date 1 month ago(5/22/2018 2:15 PM)
    Job ID
    2018-2643
    Location
    US-TX-Forney
    Location Name
    Forney
  • 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 Assistant is a service and sales support position, typically poviding dedicated operational, marketing, trading, business development and sales support to multiple financial advisors.  The Sales Assistant is responsible for enhancing the client experience by providing exceptional client experience, utlizing strong organizational, communication, and problem solving skills.  Assist in safeguarding client assests, understanding firm policies, procedures, and digital capabilities that will allow them to interact with Financial Adivsor teams as well as new existing 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 technology 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
    • Aids the registered representative in various research and builds sales presentations
    • Maintains and updates compliance records and files

    Qualifications

    • High School diploma or GED; some college preferred
    • 2 years of customer service related experience
    • Series 7 and 63/65 or 66 and Texas & Health Insurance License (or ability to achieve Texas Insurance License within 120 days)

    Skills:

    • Previous experience in financial services industry
    • 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 30lbs.

    Equal Opportunity Employer

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