Financial Services - Administrative Assistant

CB&S Bank • Russellville, AL • 1w ago

GENERAL FUNCTION:

This position will act as an assistant to the Financial Services Manager as well as the Financial Advisors, and is also an ambassador for the branch sales program. Will assist with administrative and marketing tasks as requested by supervisor.

Must develop relationships, counsel with customers and perform clerical duties and documentation as needed in the area of investments, insurance and the branch sales program. Directs and assists walk-in customers and phone prospective customers through an organized call program. Assists in all administrative areas as directed by immediate supervisor. Occasionally schedules and organizes departmental activities such as meetings, travel, conferences, and other related functions.

MAJOR DUTIES AND RESPONSIBILITIES:

Will actively work to acquire, and maintain, the knowledge and skills to efficiently service our customer's needs and also work to acquire, and maintain, the knowledge to sell life insurance and annuities.

Will assist with the day to day functions of the department while promoting bank financial services.

Must become skilled in the use of Electronic Agency Management Systems.

Performs other duties assigned by supervisor.

JOB QUALIFICATIONS:

At least two years sales/customer service experience or related experience or comparable education.

Must procure and maintain life and health insurance license within requested timeframe.

Knowledgeable regarding investment services, but will not provide investment advice or direct selling of any securities.

Good communication skills, both verbal and written.

Ability to travel between branches as needed.

Dependable transportation.

Basic computer skills and able to perform moderately complex tasks.

Ability to handle and produce accurate work within a specified time frame.

Demonstrates proficiency and commitment to excellence in performance of duties.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cbsbank.applicantpro.com/jobs/3986720-1037464.html

Similar Jobs

General Manager in Training - Retail

Love's Travel Stops & Country Stores • Tuscumbia, AL • 14h ago

Retail & Hospitality

Welcome to Love's! Where People are the Heart of Our Success Operations Manager Working at Love's as an Operations Manager is a very different job. We work hard for our customers and our teams. As a manager at Love's, we...

14h ago

Go to Apply

Retail Sales Consultant

AT&T • Muscle Shoals, AL • 14h ago

Retail & Hospitality

It's time to take your sales career to the next level. Every day you'll be at the center of it all. Your goal? Create meaningful connections with every customer, with your personalized sales expertise. Meeting sales targ...

14h ago

Go to Apply

Retail Sales Associate

Harbor Freight Tools • Florence, AL • 1d ago

Retail & Hospitality

174646BRPosting Title:Retail Sales AssociateJob Description: A Retail Sales Associate (part-time) is a valued member of a high performing team who is empowered & equipped to do their job. You will know why your work...

1d ago

Go to Apply

Repossession Agent

United Auto Delivery & Recovery Inc. • Sheffield, AL • 2d ago

Job Descriptions: United is a leader in the repossession and remarketing industry. Our success has been built on providing exceptional service to our clients, many of whom are some of the largest lenders in the United St...

2d ago

Go to Apply

Retail Stocking Associate

Harbor Freight Tools • Florence, AL • 4d ago

Retail & Hospitality

174628BRPosting Title:Retail Stocking AssociateJob Description: A Retail Stocking Associate (part-time) is a valued member of a high performing team who is empowered & equipped to do their job. You will know why your...

4d ago

Go to Apply

Border Patrol Agent (Entry Level) - Up to $20,000 Hiring Bonus

United States Customs and Border Protection • Russellville, IL • 4d ago

PRN Physical Therapist

U.S. Physical Therapy • Tuscumbia, AL • 5d ago

Hospital & Medical

Company Description Who We Are: P4 Physical Therapy is a therapist owned company with over 42 years of qualified therapy experience. We are committed to placing the well-being of our patients first and we accomplish this...

5d ago

Go to Apply

Physical Therapist

Health Advocates Network • Florence, AL • 1w ago

Hospital & Medical

Benefits We Offer: Comprehensive health, prescription, dental, vision, life, and disability plans Competitive pay rates Referral opportunities ? Refer a friend & Cash in! Travel reimbursement and per diem allowances...

1w ago

Go to Apply

Branch Support Services Representative

CB&S Bank • Russellville, AL • 1w ago

Management & Administrative

GENERAL FUNCTION Provides assistance and quality customer service to retail employees and other bank employees. Completes daily tasks as assigned. MAJOR DUTIES AND RESPONSIBILITIES Entry level into this area is concerned...

1w ago

Go to Apply

Electrical Maintenance Technician

Aerotek • Muscle Shoals, AL • 1w ago

Hospital & Medical

Job Title: Electrical Maintenance Technician Job Description We are seeking dedicated Electrical Maintenance Technicians to support various areas of our plant. The role involves working in a heavy industrial environment,...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.