CB&S Bank
  • CB&S Financial Services
  • Florence, AL, USA
  • Hourly
  • Full Time

GENERAL FUNCTION:

This position will act as an assistant to the Financial Services Manager as well as the Financial Advisors, and is also an ambassador for the branch sales program. Will assist with administrative and marketing tasks as requested by supervisor. Must develop relationships, counsel with customers and perform clerical duties and documentation as needed in the area of investments, insurance and the branch sales program. Directs and assists walk-in customers and phone prospective customers through an organized call program. Assists in all administrative areas as directed by immediate supervisor. Occasionally schedules and organizes departmental activities such as meetings, travel, conferences, and other related functions.

MAJOR DUTIES AND RESPONSIBILITIES:

  • Will actively work to acquire, and maintain, the knowledge and skills to efficiently service our customer's needs and also work to acquire, and maintain, the knowledge to sell life insurance and annuities.
  • Will assist with the day to day functions of the department while promoting bank financial services.
  • Must become skilled in the use of Electronic Agency Management Systems.
  • Performs other duties assigned by supervisor.

JOB QUALIFICATIONS:

  • At least two years sales/customer service experience or related experience or comparable education.
  • Must procure and maintain life & health insurance license within requested timeframe.
  • Knowledgeable regarding investment services, but will not provide investment advice or direct selling of any securities.
  • Good communication skills, both verbal and written.
  • Ability to travel between branches as needed.
  • Dependable transportation.
  • Basic computer skills and able to perform moderately complex tasks.
  • Ability to handle and produce accurate work within a specified time frame.
  • Demonstrates proficiency and commitment to excellence in performance of duties.

STANDARDS OF PERFORMANCE:

  • Attention to detail and accuracy is essential.
  • Maintains confidentiality of customer information.
  • Performs all responsibilities in a timely, accurate, and thorough manner.
  • Must learn and maintain a thorough working knowledge of all investment and insurance products.
  • Must effectively interact with key referral sources inside the bank.
  • Must maintain acceptable attendance and report to work in a timely manner.
  • Maintains positive work-environment with co-workers and customers.
  • Requires ability to work well with others.
  • Requires ability to work alone.
  • Must be organized and a self-starter.
  • Must be alert in all job functions.
  • Conducts customer relations in a manner that will enhance the overall marketing effort of the bank.
  • Must be courteous and respectful of all customers and employees.
  • All employees are expected to conduct themselves in professional matter which is conducive to the effective operation of the Bank.
  • Must address customers by their name.
  • Make contact calls (in person and by phone) to prospective clients as directed.
  • Must be willing to attend functions outside of normal business hours. Some overnight travel may be required.
  • Acquires continuing education hours as required.
  • Must follow all company policies and procedures.
  • Must always use good judgment and patience.
  • Must be goal oriented and able to follow internal sales processes.
CB&S Bank
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