Trust Sales Assistant I

at Central National Bank in Junction City, Kansas, United States

Job Description

Lead. Empower. Build. Invest. Adapt.

If you are looking to become a part of a leading institution that is making an impact within the communities it serves, look no further! Central National Bank is looking to add a Trust Sales Assistant to the team. 

Perks:

As a full-time team member, you get access to a variety of benefits which include: 

• Paid leave including vacation, personal, sick
• Paid holidays
• Paid volunteer time
• Health Insurance
• Dental, vision, cancer, short-term disability, long-term disability, etc. 
• Access to our employee assistance program 
• 401K & Generous Match (subject to eligibility requirements) 

Day to Day 

The primary function of this role will be to provide sales and administrative support to the Trust Administrative Sales Officer. Other day-to-day functions may include: 

• To assist in the account origination process for trust and brokerage accounts.
• Work closely with Business Development Officers (BDO), Branch Compliance Officer and Trust Administrative Officer to maintain a high level of service for existing trust and brokerage clients.
• Document client contact and/or attempts in the appropriate contact management system.
• Coordinate sales materials with BDO's when sales opportunities present themselves.
• Prepare and send approved sales and service materials and disclosures to the appropriate parties as instructed.
• Respect and maintain customer information confidentiality standards at all times.
• Process all necessary paperwork on successful sales within the Trust/Brokerage division including making deposits into wire accounts, processing paperwork for ACH, systematic investments, withdrawals, cancellations, surrenders. As assigned, all paperwork must be forwarded to the Trust Administrative Officer/Compliance Officer within 24 hours of the sale.
• Order and maintain product & materials within FINRA rules and regulations.
• Comply with all the rules, regulations and policies of bank and broker dealers, all state and federal securities regulators and self-regulatory organizations.
• Provide customer service backup for absent BDO's and/or Administrative Staff.
• Guide clients through the online access process for both trust and brokerage.
• Other responsibilities as assigned by management.

Experience: 

You may be wondering what we are looking for in a candidate. Qualified candidates should have one to three years of similar or related experience. Additionally, applicants should possess a bachelor's degree in a related field such as business and/or accounting. Candidates should be goal-oriented, demonstrate great organizational and communication skills (both verbal and written), and be detail oriented. 

Next Steps:

Central has the perfect start for you! Head on over to centralnational.com/careers and complete a quick application. If your qualifications match up, a member of our team will be in tough with you to discuss the next steps. 

Equal Opportunity Employer/ Veterans/ Disabled