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First National Bank GH · 1 day ago

Associate I, Client Relations Associate

Kansas City, MO - 1 Ward Parkway

Full-time

Onsite

New Grad, Entry Level

$47K/yr - $77K/yr

First National Bank of Omaha is committed to the success of its employees. The Client Relationship Associate provides daily customer support and assists Financial Advisor teams in managing client portfolios and delivering investment solutions to enhance financial wellbeing.

BankingFinancial Services

No H1B

Responsibilities

Meet regularly with Advisor(s) and manage the daily servicing needs for assigned customer portfolio to support the Advisor(s) in identifying customer needs and delivering solutions

Maintain the new customer onboarding service model and standards

Anticipate customer needs, recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor

Properly execute on transactions in a timely manner. Prepare and maintain appropriate documentation ensuring completeness and accuracy. Follow through on the submission of documents to ensure timely and accurate completion

Monitor account activity by reviewing and validating daily transactions. Support the documentation of all customer contacts, written and verbal to confirm customer discussions and actions

Monitor portfolio of accounts, notify Advisor of outstanding balances and anticipated cash needs

Coordinate with Advisor(s) to schedule and facilitate customer reviews, with awareness of the administrative risk associated with account administration

Assist Advisor(s) with the financial planning process, including data collection and entry

Apply expertise to solve customer issues using sound analytical thinking and identify innovative solutions. Engage internal or external resources when necessary for more complex customer issues

Assist Advisor(s) with the planning, coordination and execution of marketing plan and customer touchpoints

Exhibit professional behavior and promote positive and collaborative working relationships

Understand and comply with bank policy, laws, FINRA regulations, and the bank's BSA/AML Program, as applicable to all job duties

Qualification

FINRA Series 7FINRA Series 66Financial PlanningCustomer ServiceAnalytical ThinkingDetail OrientationProcess ImprovementCustomer ExperienceMarketing CoordinationTeam CollaborationEffective CommunicationProblem SolvingPresentation SkillsDocumentation Skills

Required

Bachelor's degree in Business Administration, a related field or equivalent experience

Working knowledge of all standard concepts and procedures with area of expertise

Excellent orientation to detail. Able to review documents or information with accuracy for errors or omissions

Ability to deliver clear, articulate and concise messages, both verbally and written

Demonstrated proficiency in writing and able to develop presentations, documents or standard reports that are clear and understood

Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions

Ability to identify areas where efficiency and process improvement are needed

Ability to work collaboratively and cohesively within a team environment

Ability to listen to customer's needs and deliver a comprehensive solution

Understands and contributes to intended customer experience of helpful, easy and personal

Preferred

Certifications or degrees such as a AWMA, CRPC, FPQP, or ability to earn accreditation

FINRA Series 7 and 66 (or Series 7, 63 & 65) registrations

State Life, Accident & Health and Variable Contract insurance licenses

Benefits

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent Care

Employee Banking

Growth Opportunities

Tuition Assistance

Short-Term/Long-Term Disability Insurance

Company

First National Bank GH

First National Bank Ghana received a universal banking license from the Bank of Ghana during the second half of 2015 with Richard Hudson as Chief Executive Officer.

Founded in 2017