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FBSW Employment Opportunities

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Marketing Director, Amarillo, Texas 

Reports To: Chief Administrative Officer

Basic Function: Responsible for developing and implementing marketing programs to support the Bank’s overall sales and customer relations objectives; providing sales training and tools to enable Bank staff to maximize sales and increase customer base; working closely with management of each location to formulate and carry out strategies.

Job Specifications: College degree in Marketing, Communications, or a job-related field, or equivalent work experience is required. Must have a minimum of one year banking or financial marketing experience. Computer knowledge and experience are essential. Must have good organizational and time management skills and be able to manage several ongoing tasks simultaneously. Good communication, interpersonal, and customer relations skills are required. Visual and mental concentration is necessary to handle workload while tolerating distractions and interruptions.

External Contacts: Frequent personal and telephone contact with vendors, customers, sales people, public relations representatives and the media.

Internal Contacts: Constant telephone and e-mail contact with all Bank and Branch personnel and senior management.

Decision Making Responsibilities: Assists in making decisions regarding media advertising campaigns and marketing strategies; participates in organizing product programs and campaigns and determining which vendors to use and suitability and safety of products offered; participates in and provides guidance to others in public relations activities; provides sales training to employees, and makes decisions regarding all Bank donations, sponsorships, giveaways, and signage.

Consequence of Errors: False advertising may lead to regulatory reprimands including violations and/or fines; misjudging costs and budgets could result in overspending and budget errors; inadequate project management and marketing omissions could result in financial loss or lost opportunities for the Bank, poor Bank performance, damage to Bank reputation, dissatisfied customers, and loss of customers.


Exposure to Confidential Information: Access to customer financial information, vendor information and Bank financial date; unauthorized release of information could result in dissatisfied customers and employees, loss of customers, financial loss, loss of competitive edge, damage to Bank reputation and/or possible litigation.


Key Activities:

(1) Assists in developing and implementing overall Bank marketing plans, including advertising, based on Bank objectives to include:
a. Establishing cost effective system, and local marketing and budgets
b. Producing written customer communications and sales support materials
c. Reporting results to management

(2) Develops media advertising to include:
a. Serving as Bank marketing contact
b. Ordering marketing and specialty advertising supply items
c. Monitoring advertising effectiveness
d. Reporting results to management

(3) Assists in developing, pricing and promotion of Bank products and services (new deposit products, credit products, non-deposit products, customer delivery systems) to include:
a. Overseeing the implementation of new product programs and advertising campaigns
b. Planning, researching, and analyzing product needs and new products for the Bank
c. Coordinating introduction of new or revised product offerings with Branch and operational personnel
d. Reviewing Bank products and services for pricing and/or profitability and making recommendations for repricing, adding or deleting products

(4) Provides sales training for all locations to include:
a. Identifying and analyzing sales training needs
b. Ensuring officers and employees receive training on new or revised product offerings
and proper sales techniques
c. Overseeing and monitoring effectiveness of sales training programs
d. Reporting training results to management
e. Anticipating future training needs
f. Remaining innovative on training issues and programs

(5) Assists in planning and conducting marketing research according to budget to include:
a. Compiling marketing information about customers using Marketing CIF and other
sources (*Once MCIF system is implemented).
b. Utilizing MCIF data to improve sales and direct marketing activities (*Once MCIF is
implemented).
c. Monitoring competitor’s activities

(6) Organizes customer events, seminars and special promotion events to include:
a. Contributing to the development and maintenance of the Bank’s image of strength, security, and friendliness
b. Assisting with press relations and public relations matters
c. Organizing and overseeing special Bank functions
d. Arranging for building and lobby signs
e. Representing the Bank through civic and community activities

(7) Performs business development duties to include:
a. Marketing Bank services through personal and telephone customer contacts
b. Participates in Bank officer special events and networking events.
c. Seeks opportunities to make referrals to lenders and wealth management staff.

(8) Participates in an on-going comprehensive training program to maintain awareness of compliance regulations; complies with operating controls and procedures; accountable for compliance with applicable consumer laws and regulations.

 

Wealth Management Trust Officer and Account Administrator, Amarillo, Texas 

Basic Function: Responsible for the administration of accounts for wealth management customers, performing investment, trust and retirement account administrative duties while ensuring procedure and policy compliance, developing new customers and retaining current customers while maintaining awareness of and sensitivity to confidential nature of customers.  A qualified candidate must be: highly organized, knowledgeable in administrative responsibilities for investment accounts, trusts and retirement and IRA plan rules and regulations, administrative skills, competent in and familiar with investment and economic terminology and theory, have marketing/business development ability, 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 2-4 years of financial services industry experience.   Excellent communication and interpersonal skills, customer relation skills and problem solving skills are required.  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.

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. 

Decision Making Responsibilities: Makes decisions to ensure trust, investment and retirement account reporting and other activities are being done 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 investment 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, damage to Bank reputation and/or potential litigation.

Key Activities:

(1) Assist in Wealth Management business development plan by calling on/meeting current customers and prospective trust, investment and retirement account customers;  Establish priority lists of prospects to be contacted, and confer with Senior Trust Officer;  Arrange outside calls by appointment;  Make calls on identified prospects and customers, individually and with other bank officers as necessary, to determine customer needs;  Meet call mandates;   Meet business retention goals.

 (2) Monitor and report to Senior Trust Officer and Trust Committee activities and issues in relation to trust, investment agency and retirement accounts; such as,  Confer with other account officer and suggest appropriate initial investment allocation and/or changes to individual accounts;  Prepare and present necessary reports to Trust Committee, other internal committees, management and other department officers in customer retention and business development efforts;  Monitor accounts for compliance with fiduciary principals, rules and regulations including working with investment partners and external consultants.

(3) Serve as account administrator and additional contact for Wealth Management relationships; including, trust, retirement and investment account.  Responsibilities include;  Account administrative duties;  Communication skills and relationship management and  Working with other WM personnel to ensure appropriate handling of all Aspects of accounts (customer expectations, compliance, etc.).

(4) Prepare written records of business calls;  Write complete reports of calls for designated prospects/customers;  Maintain a call log to report number and frequency of calls  File appropriate memorandums, etc. in customer files.

(5) Attend community events as the bank’s representative;  Participate in community activities and trade groups that present opportunities for bank goodwill and that improve the bank’s image;  Set example for bank professionalism and overall morale;  Maintain a working relationship with outside vendors, and all bank departments.

(6) Participates 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.

 

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 

Reports To: Executive Vice President & Senior Trust 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.

Key Activities:

(1) Assist in Wealth Management business development plan by calling on and/or meeting current customers and prospective investment and trust customers:
a. Establish lists of prospects to be contacted, and confer with Senior Trust Officer;
b. Arrange outside calls by appointment;
c. Make calls on identified prospects and customers, individually and with other bank officers as necessary, to determine customer needs;
d. Meet call mandates;
e. Meet new business goals; including, new account and fee/revenue growth goals;
f. Meet business retention goals.

(2) Serve as administrative officer and primary contact for assigned Wealth Management accounts/relationships. Responsibilities include: 
a. Account administration duties;
b. Ensure compliance with appropriate policies and procedures;
c. Communicate with customers, prospective customers, and centers of influence.

(3) Prepare written records of business development calls:
a. Write complete reports of calls for designated prospects;
b. Maintain a call log to report number and frequency of calls.

(4) Attend community events as the bank’s representative: 
a. Participate in community activities and trade groups that present opportunities for bank goodwill and that improve the bank’s image;
b. Set example for bank professionalism and overall morale;
c. Maintain a working relationship with outside vendors, and all bank departments.

(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!

 


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FirstBank Southwest is an Equal Employment Opportunity Employer
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