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Financial Customer Associate
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Customer Service Associate
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Associate Advisor - Newport, United States - WesBanco
Description
SUMMARY:
The Associate Advisor works as a team member with the Financial Advisor to provide investment and insurance solutions to bank and non-bank customers based on a financial planning approach, and offers WesBanco Securities solutions and limited WesBanco Trust solutions under the supervision of WesBanco Wealth Management.
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company.
The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.
QUALIFICATIONS REQUIRED:
Bachelor's Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Market (investment) knowledge.
Experience in investment sales or related fields.
Must have fundamental understanding of Bank services and operations.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
CLERICAL SKILLS:
Ability to perform general clerical duties and operate various departmental equipment.
COMPUTER SKILLS:
Proficiency using Microsoft Office products (Word, Excel, Outlook & PowerPoint)
Ability to learn various software systems to accomplish work responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events in support of Securities.
Coach and train branch employees.
Support retail and other divisions in cross referring clients for bank offered services.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
Investment Sales in a banking environment is highly regulated and the Advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
Ability to interact professionally with Bank business partners and customers.
Must be self-motivated.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Ability to handle travel to assigned offices.
