This position will directly report to the Director of Wealth Management of Marine Bank. The candidate will have direct communication and coordination with not only the Director of Wealth Management but also the Trust team for the Bank and provide support and backup in the Trust area. This entry level position will require training in stages and does not limit the individual from further advancement if performance warrants pursuit of brokerage licensing. Duties:
Interaction with current and potential Investment and Trust clients
Prepare and review documents
Organize and file documents
Take calls and schedule appointments and make calls to set up appointments
Operations backup for existing Trust Dept assistant, specifically scanning and posting
Collect and prepare information for presentations
Point of contact with local customers, attorneys, CPA's, etc.
Order supplies and stock
Post check deposits and maintain file
Shred documents according to retention schedule
Assist with phone calls
Cross sell bank products
Facilitate direction from and/or convey information to Financial Advisor
Present potential trades, purchases, and/or sales to Financial Advisor for accounts
Contact and resolution with 3rd party providers
Maintain necessary documentation, images, and work-flow requirements with Financial Advisor for Marine location
Become able to explain key features of different types of investments
Become able to explain the key features of different types of retirement plans
REQUIREMENTS:
Preferred completion of post-secondary education, but not required
3-5 years banking or similar financial sector experience preferred
Ability to communicate effectively as well as detailed listening comprehension
Strong mathematical ability and understanding of basic accounting, tax, and finance principals
High capacity for technology applications and execution
Computer requirements: Proficiency in Microsoft Office (Word, Excel, Access, and Power Point). Calculator, check imaging, and scanning equipment. Additional requirements:
Excellent customer service
Exceptional written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
Ability to explain the benefits of complex bank products and services and answer customer questions regarding these products and services
Knowledgeable of financial institution regulations
Excellent Stress Management/Composure skills
Problem Solving/Analysis
Attention to detail
Strong analytical, time management and organizational skills
Ability to multitask
Strong professional integrity in compliance with company policy, and ethical and legal standards
Ability to practice digression and handle confidential information in a professional manner
Ability to perform duties independently with limited direct supervision
Working conditions: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, typewriters, filing cabinets and fax machines. Attendance requirement: Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided. This is a full- time position working Monday thru Friday and may require occasional Saturday hours. Certificates, licenses, or registrations: None Required Physical requirements:
Ability to sit for up to eight hours
Requires bending, stooping or standing as necessary
Requires the ability to hear, speak and/or signal people
Effectively communicate verbally, in writing, and in English
Requires manual dexterity, typing, and the ability to lift files and open filing cabinets
The employee may occasionally lift and/or move up to 25 pounds
Salary Range: 16.00-18.00 per hour A successful candidate's actual pay rate will be based on several factors including applicable experience, training and education. UCB provides Health, Dental Vision, STD, LTD and Life Insurance benefits to all full-time employees. Please visit https://ucbbanks.com/careers for more information on UCB's complete benefit package. Posted: January 6, 2025
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United Community Bank
life insurance
Jan 10, 2025