Southern Bank · 1 month ago
Registered Financial Assistant
Poplar Bluff, MO
Full-time
Onsite
New Grad, Entry LevelSouthern Bank is a community-focused financial institution seeking a Registered Financial Assistant to support a busy Financial Advisor. The role involves a variety of clerical activities, including scheduling, communication with clients, and managing marketing materials, with potential growth into a Financial Advisor position.
BankingCredit CardsFinanceFinancial ServicesInsuranceLendingWealth Management
Responsibilities
Data entry and up keep of company database of clientele and third party referral sources
Open new customer accounts as needed using correct instructions, and communicating with customers as needed
Placing out bound calls to increase sales for assigned Financial Advisor
Frequent and accurate communication with financial advisors, bank representatives and other via email and phone
Provide friendly and inviting initial contact for all clients, customers and guest who arrive or call
Manage multiple calendars, marketing materials, out-bound mail, in-bound mail distribution and updating account information
Tracking marketing materials to ensure they are in compliance; and
Assist with other duties as assigned
Qualification
Required
Excellent oral and written communication skills
Sales oriented and ability to interact with customers, understand their goals and financial needs and recommend solutions
Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit
Highly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients' needs and issues. Excellent customer service skills
Proficient with the complete Microsoft Office 2010 suite including: Word, Excel, PowerPoint, Outlook, etc
Must be able to work independently with minimum supervision
Professional demeanor
Ability and experience articulating complex and in-depth concepts
Bachelor's degree or equivalent experience in securities sales
Experience problem solving and resolving escalated issues
Preferred
Experience in high-stress, deadline-driven environment
Company
Southern Bank
Southern Bank has served the financial needs of America's Heartland for more than 125 years, making us one of the oldest financial
Founded in 1887
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1957-05-16IPO
Leadership Team
M
Matt Funke
President and CEO
K
Kim Capps
Chief Retail Officer
Recent News
2025-11-07
Seattle TechFlash
2025-09-26
Company data provided by crunchbase