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Saco & Biddeford Savings Institution · 15 hours ago

Financial Services Assistant

South Portland,ME,US

Full-time

Onsite

Mid, Senior Level

5+ years exp

Saco & Biddeford Savings Institution is seeking a Financial Services Assistant to perform a variety of administrative, customer service, and sales support activities. The role involves managing client relationships and enhancing the productivity of assigned financial advisors while ensuring compliance with applicable laws and regulations.

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Responsibilities

Provides professional, courteous and efficient service to all internal and external customers

Performs a variety of administrative, customer service and sales support activity to help manage client relationships and enhance the productivity and efficiency of the assigned financial advisor(s) according to established policies and procedures and applicable legal and regulatory guidelines

Provides administrative support to customer transactions and financial advisor activities. Establishes customer files, processes account and transaction documentation and follows up to ensure accuracy, payment and delivery, prepares correspondence, monitors incoming and outgoing mail, maintains supplies, assists in maintaining required compliance files and other activities

Performs a variety of customer service activities, including answering incoming calls; performing research as needed and providing answers and assistance regarding procedural and administrative aspects of transactions and accounts

Supports financial advisor(s) sales activities, coordinates sales call schedules; maintains production and commission logs; tracks referrals and results and follows up on transactions to ensure completion; maintains current prospectuses and forms and other marketing and informational materials; and assists with sales related mailings, campaigns, seminars and other sales initiatives

Maintains positive business relationships and coordinates communications between financial advisor and customers, branches, Saco Office and others relating to administrative, customer service and sales support activities, ensuring that important information is exchanged as needed. Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork

Prepares and distributes variety of reports, data and other information detailing sales activities, results and other information as needed

Develops understanding of department sales, operations and other practices and procedures and applicable legal and regulatory guidelines

Participates in special projects and performs additional duties as required

Complies with federal and state banking regulations, as well as with all bank and department policies and procedures

Serves on various committees as assigned

Attends all required meetings and training