Apply on Employer Site

American Savings Bank · 1 day ago

Sales Assistant - Investment Services

Honolulu, HI

Full-time

Onsite

Entry Level

1+ years exp

American Savings Bank is seeking a Sales Assistant in Investment Services to provide operational support to Financial Consultants and Licensed Branch Employees. The role involves assisting with customer service requests, new account openings, and product research while also generating leads and maintaining client relationships.

BankingBitcoinFinancial Services

Responsibilities

Provides administrative support to assigned Financial Consultants and LBEs, which includes but is not limited to the following:

Providing sales materials and supplies to field offices

Answering day-to-day reference questions on product and program changes, processes and systems

Processing customer service requests, new business, account inquiries and vendor account issue resolution

Assists in generating financial plans

Compiles and submits monthly reports

Ensures the ASB/Inv Sev Disclosure form is completed with every New Account Application

Assisting FCs in research and problem resolution

EnAct entry, maintenance, and updates as necessary

Follows up on pending business, service request completions, outstanding money movements and commissions with vendors and operations team

Participates in FC customer relationship management and maintenance to include mailings, promotions, seminars, and periodic service calls

Uncovers new leads through the use of the tools and resources provided by the branch partnership (ex. CD lists), and B/D (ex. RightBridge), and vendor partners (ex. Existing client book)

Provides branch referral trainings during branch huddles to increase awareness and education of our program

Engages in other revenue generating activities as required to promote the program’s vision

Qualification

MS Office proficiencyCustomer service experienceHawaii LifeHealth licensesSales assistance experienceJudgmentDiscretionPolicy adherenceVerbal communicationWritten communicationTeam collaborationAdaptability

Required

Minimum one (1) year of direct customer service and/or sales assistance experience, preferably in a retail, financial institution or financial services industry setting

Proficient skills in MS Office (i.e. Word, Excel, Access, Outlook)

Strong verbal and written communication skills

Ability to work under pressure with multiple deadlines, use judgment or discretion within own scope of authority

Works with minimum supervision, follows instructions, works cooperatively with others as part of a larger team

Able to adapt to ongoing rapid change and grasp new processes and issues quickly

Able to strictly adhere to policies and procedures within a highly regulated environment

Current Hawaii Life and Health licenses