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.
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
Staff member is expected to consistently adhere to regulatory and compliance policies and standards linked to their job as listed. Staff member will not repeatedly act in a manner signifying intentional or willful noncompliance, nor exhibit gross negligence or a general disregard for compliance and regulatory standards. Staff member must ensure compliance with applicable federal, state and local laws and regulations. Staff member must complete all required compliance training on a timely basis. Staff member will maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Staff member must take responsibility to keep up to date with changing regulations and policies.
Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take responsibility to keep up to date with changing regulations and policies.
High School Diploma, GED, or Foreign Equivalent Required
Life, Health and Accident license. If not held at time of hire, it is preferred incumbent obtain the Life/Health license within 6 months of hire
Variable Annuity. If not held at time of hire, it is preferred incumbent obtain the Variable Annuity license within12 months of hire.
Series 7. If not held at time of hire, it is preferred incumbent obtain the Series 7 license within12 months of hire.
Series 63 or Series 66. If not held at time of hire, it is preferred incumbent obtain the Series 63 license within90 days of passing the Series 7
1 year experience as an administrative assistant or comparable investment & insurance industry position
Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.
Positive attitude with exceptional operational skills
Service oriented and be able to work well with branch employees and bank customers.
Demonstrated ability to work well in a team environment
Demonstrated ability to follow company policies, guidelines and procedures
Strong written and verbal communication skills to include phone skills. Communication with clients to include setting appointments, providing detailed information on customer accounts, as well as, service issues.
Strong organizational and prioritizing skills with close attention to detail.
Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization.
Demonstrated ability to maintain confidentiality using tact and diplomacy
Excellent skill levels with Microsoft Office including but not limited to MSWord, MS Excel, Pow erPoint