Are you an experienced Sales Assistant looking to progress in your career? If so, we need you!
At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company. We are committed to making a positive difference in the lives of our clients, shareholders, and the communities we serve, and will empower you to Be Independent.
About The Job:
The Sales Assistant will report to the Program Manager and assists in the daily operation of the IB Wealth Management Investment Center. The Investment Center currently provides customer service for our brokerage customers. Also, This role acts as an Internal Sales Associate for nine Investment Representatives and two Licensed Platform Bankers. This opportunity offers advancement within the program.
The IB Wealth Management is committed to helping clients reach their financial goals. We provide professional development to assist our team in reaching their goals.
Why You Should Apply:
Competitive hourly pay and great benefits.
Accommodating and flexible paid time off.
A knowledgeable, goal-driven, and exciting team of colleagues.
Opportunities for advancement.
Exposure to different areas of banking and the ability to work with leaders within the industry.
Community-focused events and volunteer opportunities.
What You Will Do:
Assist in gathering or preparing data in preparation for sales and review meetings.
Coordinate and arrange meetings and appointments.
Assist in reviewing and processing paperwork.
Maintain regular periodic reporting.
Support sales by preparing, planning, and executing sales-related activities, including marketing materials, client onboarding, and preparing and follow-up processes.
Actively support the maintenance of customer relationships by providing administrative support, including receiving/returning customer calls from existing or prospective clients to support follow-up activities with required servicing.
May assist in processing trades on the appropriate system following appointments.
Other Investment Executives support as needed.
What We're Looking For:
High School diploma required
Strong organizational skills required.
Strong customer service skills and Clerical Experience. Minimum of two years customer service required.
Previous experience working for a financial or brokerage company preferred.
Why should you choose an Independent Bank career? Independent Bank is dedicated to enhancing and developing our employees and their skills. In order to provide opportunities for career growth, we invest in the ongoing coaching and education of our team. From the Eagle Experience to our Career Path, our employees learn the skills necessary to provide excellent customer service and succeed in their careers. So if you're looking for a new career you’ll enjoy where you’ll have an opportunity to work with people who genuinely care about you and your community, look no further than Independent Bank. You will experience a positive work environment with an emphasis on creating a team that feels more like family. Join us today to be a part of over 157 years of making a positive difference in the lives of our customers, shareholders, associates and the communities we serve!