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Wealth Management Account Officer, Amarillo, Texas
The Wealth Management Department has a full-time position available at the Wolflin (main) Banking Center located at 2401 S. Georgia in Amarillo, Texas. This position is for a Wealth Management Account Officer.
Regularly scheduled hours are Monday through Friday from 8:00 a.m. to 5:00 p.m. There may be some job requirement duties that will require the employee to work after normal work hours.
Qualifications for this position are described in the attached job description.
FirstBank Southwest Job Description
Job Title: Wealth Management Account Officer
Basic Function: Responsible for developing new wealth management customers, and servicing and retaining existing wealth management customers; responsible for procedure and policy compliance for new and existing accounts in the wealth management department, and retaining current customers while maintaining awareness of and sensitivity to confidential nature of customers. A qualified candidate must be highly organized, knowledgeable in investment advisory services, trust, retirement, IRA plan rules and regulations, administrative skills, competent in and familiar with investment and economic terminology and theory, have marketing/business development experience, and well-spoken and comfortable in a fast-paced environment.
Job Specifications: Associate’s degree or bachelor’s degree in Finance, Accounting or other business related field preferred, with at least 4-10 years of financial services industry experience. Excellent communication and interpersonal skills, customer relation skills and problem solving skills are required. Position requires excellent proficiency and computer skills including the Microsoft Windows Computer environment, Microsoft Word, Excel, PowerPoint, financial planning software and electronic communications software. Proven ability to work with deadlines; ability to work across a variety of projects and with diverse customers; flexibility, adaptability and ability to work in a changing environment required. Must be able to prioritize competing events; time management is critical. Must be a self-starter, organized, goal and detailed-oriented with strong commitment to accuracy and able to work independently and as part of a team. Must possess ability to make customer calls on potential customers and support calls on existing customers and centers of influence.
Supervisory Dimensions: None.
External Contacts: Very frequent personal and telephone contact with customers and prospective customers regarding overall Bank and Wealth Management services and products, in addition to frequent contact with outside referral sources.
Internal Contacts: Frequent contact with all personnel and departments within Bank and branches, to include management and bank officers. Frequent contact with other WMD personnel to participate in joint customer/sales calls, to ensure proper administration of assigned accounts/relationships and with management in regards to sales and customer calls.
Decision Making Responsibilities: Makes decisions to ensure assigned accounts/relationships are managed in an appropriate and timely manner; ensures compliance to departmental policies, procedures and retirement plan regulations and laws.
Consequence of Errors: Non-compliance with retirement account regulations and improper handling of administrative decisions and documentation could result in loss of customers, operational losses, financial losses and civil penalties for the Bank, damage to Bank reputation and customer and community relations, and/or potential litigation.
Exposure to Confidential Information: Access to customer account files, personal, financial, and legal information; unauthorized release of information could result in customer dissatisfaction, loss of customers, financial loss, and damage to Bank reputation and/or potential litigation.
(1) Assist in Wealth Management business development plan by calling on and/or meeting current customers and prospective investment and trust customers:
(2) Serve as administrative officer and primary contact for assigned Wealth Management accounts/relationships. Responsibilities include:
(3) Prepare written records of business development calls:
(4) Attend community events as the bank’s representative:
(5) Participate in an on-going comprehensive training program to maintain awareness of compliance regulations; complies with Bank Secrecy Act and with operating controls and procedures; accountable for compliance with applicable consumer laws and regulations.
*Pay range for all opportunities is based on knowledge base, skill set and experience.
Thank you for your interest in working for FirstBank Southwest. Please visit again soon for more employment opportunities. We are a growing company!
FirstBank Southwest is an Equal Employment Opportunity Employer