Wealth Services Sales Support & Service Specialist

Position Title

Wealth Services Sales Support & Service Specialist

Location

Ozone Park/98-16 101st Avenue/110020

Job Summary

The Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.

Pay Range: Local Minimum Wage - $18.62 - $24.00

Job Responsibilities:

• Identifying, researching, analyzing, and resolving customer account issues.

• Supporting the Financial Consultant(s) to execute on the “Work the Book” strategy to include preparing for client appointments, scheduling appointments from book and retail opportunities.

• Various administrative tasks such as preparing internal financial reports, email communication to retail branch teams, correspondence, train/support bankers (licensed and non-licensed) on investment systems / referrals, manage FC(s) calendar to include scheduling client appointments, meetings  with bankers and conference room reservations

• Creating and distributing newsletters, presentations, and other support materials to educate retail branch banking team members and sales teams on product offerings, sales initiatives, and sales execution strategies

• Maintains up to date knowledge of products, services, departmental systems and related technology

• Adhere to all REGULATORY AND COMPLIANCE issues linked to the job a