Associate - New Accounts : Plan & Trust Team

Job Responsibilities And Skills

Responsibilities : Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary. Accurately and efficiently diagnoses questions and issues and crafts client focused solutions. Provides education to branch personnel related to account opening and maintenance. Follows daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements. Establishes new client accounts by utilizing industry registration requirements. Processes documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client. Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and / or to ensure adherence to external regulatory codes and internal codes of conduct. Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills : Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses. Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel. Organize and prioritize workload to meet deadlines. Express ideas, request actions and formulate plans or policies. Supports business processes by applying an effective use of standard office equipment and standard software packages. Develop appropriate plans or perform necessary actions based on recommendations and requirements. Make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Navigate customer conversations by leveraging the four parts of a service conversation : open, learn, reply, and close. Plan, organize, prioritize and oversee activities to efficiently meet business objectives. Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations. Meet high customer service standards. Understand and effectively operate all customer management systems. Perform data analysis for use in reports to help guide decision making. Select, deploy and get the best results from the most appropriate office system.

Educational / Previous Experience Requirements : High School Diploma / GED - Required + Bachelor's Degree in Business, Finance, or related field highly preferred. ~or~ Any equivalent combination of experience, education, and / or training approved by Human Resources