American National Bank of Texas

Wealth Management Sales Assistant

Posted Date 2 months ago(8/18/2021 12:18 PM)
Job ID
2021-3479
Location
US-TX-Terrell
Location Name
Terrell 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.  At ANBTX, each individual’s work truly matters in building and maintaining these relationships.

 

From the words of our CEO, Robert Hulsey, “We’re invested because we live in these communities, too, and we’ve built personal connections with our customers that go beyond just being their bank.”

As part of ANBTX, you will be a part of an organization that fosters financial strength and stability, encourages growth and advancement, and promotes open communication at all levels. This is why we have been voted Top 100 Best Places To Work 10 times!

 

ANBTX offers additional benefits like profit-sharing and an employee stock ownership plan, with annual contributions tied to profits; immediate eligibility for a 401(k) plan and match; free life insurance, long-term disability, critical illness and telemedicine benefits plus a generous tuition reimbursement and student loan payment program.

Responsibilities

The Wealth Management Sales Assistant is a service and sales support position, typically providing 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, utilizing strong organizational, communication and problem solving skills.  Assist in safeguarding client assets, understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients.  Additional duties:

  • Performs data entry and processes paperwork for new accounts including ongoing maintenance and customer changes.
  • Consults on and executes advisory and brokerage trade orders including stocks, bonds, mutual funds, ETF's and systematic buy/sale orders
  • Manages marketing initiatives (calling/digital/mailing campaigns) utilizing various technology including CRM, broker-dealer resources and other third party providers
  • Utilizes CRM system to capture client/prospect activities, notes and opportunities
  • Solicits new business and referrals by building sound and strong relationships with banking center partner and clients
  • Maintains and updates compliance records and files
  • Performs cash management functions
  • Answers telephone calls, coordinates appointments, conveys messages and monitors the flow of email and written communications

Qualifications

  • High School diploma or GED; College degee is preferred
  • 5 years industry related experience; prefer financial services industry experience
  • Series 7, 63/65 or 66 and Texas Life & Health Insurance license

Skills:

  • Working knowledge of Microsoft Excel and MS Word
  • Lifting in an office setting may be required up to 30 lbs.

Equal Opportunity Employer

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