ASB Hawaii Careers – Sales Assistant

Job Description:

Provides operational support to Financial Consultants (FCs), Associate Financial Consultant (AFCs), and Licensed Branch Employees with customer service requests, finding new leads by mining the FCs book as well as partnering with the branches, new account opening/maintenance, and product research. Follows up on pending business, money movement and commissions, provides administrative assistance and acts as liaison with B/D (Broker/Dealer) back office and vendors.

Job Responsibilities:

• Assisting FCs in research and problem resolution.
• Follows up on pending business, service request completions, outstanding money movements and commissions with vendors and operations team.
• Participates in FC customer relationship management and maintenance to include mailings, promotions, seminars, and periodic service calls.
• Engages in other revenue generating activities as required to promote the program’s vision.
• Ensures the ASB/Inv Sev Disclosure form is completed with every New Account Application
• Provides branch referral trainings during branch huddles to increase awareness and education of our program.
• EnAct entry, maintenance, and updates as necessary
• Uncovers new leads through the use of the tools and resources provided by the branch partnership (ex. CD lists), and B/D (ex. RightBridge), and vendor partners (ex. Existing client book).

Job Requirements:

• Minimum one (1) year of direct customer service and/or sales assistance experience, preferably in a retail, financial institution or financial services industry setting.
• Able to adapt to ongoing rapid change and grasp new processes and issues quickly.
• Works with minimum supervision, follows instructions, works cooperatively with others as part of a larger team.
• Able to strictly adhere to policies and procedures within a highly regulated environment.
• Proficient skills in MS Office (i.e. Word, Excel, Access, Outlook).
• Ability to work under pressure with multiple deadlines, use judgment or discretion within own scope of authority.
• High school Diploma or equivalent.
• Strong verbal and written communication skills.
• College degree preferred.

Job Details:

Company: American Savings Bank

Vacancy Type: Part Time

Job Location: Honolulu, HI, US

Application Deadline: N/A

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