Brokerage & Retirement Associate

BNP Paribas Sacramento , CA 94204

Posted 7 months ago

At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people's lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we're a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

Established and productive professional contributor works independently with general supervision. May influence others within the job area through explanation of facts, policies and practices. Acts as a technical expert in the retirement product area. Provides client service and support to Financial Advisors, including product training/technical assistance, documentation and business development support, all in accordance with retirement planning strategies, compliance policies and procedures. Responsible for responding to customer requests for information on accounts and related products and services. Answers incoming telephone calls and completes appropriate forms to assist customers and representatives with requests. Assists Client Service Center representatives as needed with questions and training. Maintains professional behavior and promotes a positive working environment.

Other Job Duties

  • Meets service level guidelines and production standards based on documented performance criteria for grade level and shift worked. Standard measurements include, but are not limited to, service delivery, schedule adherence, attendance and punctuality. Calls are monitored and feedback provided according to established expectations and guidelines.

  • Provides information to clients on Financial Advisors including contact information.

  • Performs customer call backs as needed.

  • Monitors the Call Center Queue system as needed.

  • Completes general investigation and research on cost basis and other miscellaneous issues.

  • Performs other duties as assigned.

#LI-LH1

Required Experience

  • Requires practical knowledge of job area typically obtained through advanced education combined with experience.

Requires 3 years minimum prior relevant experience.

Licenses & Certifications

  • Series 7 and Series 63 REQUIRED

Skills

  • Must be proficient in Microsoft Office software (Word, Excel Power Point) and able to navigate easily through internet based systems.

  • Data entry skills (typing alpha and numeric required)

  • Ability to communicate effectively, courteously and provide the customer with accurate information; Must have excellent telephone etiquette.

  • Must be able to work independently as well as part of a team

  • May assist with training and reviewing the work of less experienced Client Service Center.

  • Must be able to multitask reasonably well.

  • Must be able to listen well, follow instructions, and communicate with team members and management via phone, face to face, email, and instant message.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Primary Location: United States-California-SacramentoJob Type: Full-timeJob: Advisory Services

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VIEW JOBS 3/7/2019 12:00:00 AM 2019-06-05T00:00 At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people's lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we're a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Established and productive professional contributor works independently with general supervision. May influence others within the job area through explanation of facts, policies and practices. Acts as a technical expert in the retirement product area. Provides client service and support to Financial Advisors, including product training/technical assistance, documentation and business development support, all in accordance with retirement planning strategies, compliance policies and procedures. Responsible for responding to customer requests for information on accounts and related products and services. Answers incoming telephone calls and completes appropriate forms to assist customers and representatives with requests. Assists Client Service Center representatives as needed with questions and training. Maintains professional behavior and promotes a positive working environment. Other Job Duties * Meets service level guidelines and production standards based on documented performance criteria for grade level and shift worked. Standard measurements include, but are not limited to, service delivery, schedule adherence, attendance and punctuality. Calls are monitored and feedback provided according to established expectations and guidelines. * Provides information to clients on Financial Advisors including contact information. * Performs customer call backs as needed. * Monitors the Call Center Queue system as needed. * Completes general investigation and research on cost basis and other miscellaneous issues. * Performs other duties as assigned. #LI-LH1 Required Experience * Requires practical knowledge of job area typically obtained through advanced education combined with experience. Requires 3 years minimum prior relevant experience. Licenses & Certifications * Series 7 and Series 63 REQUIRED Skills * Must be proficient in Microsoft Office software (Word, Excel Power Point) and able to navigate easily through internet based systems. * Data entry skills (typing alpha and numeric required) * Ability to communicate effectively, courteously and provide the customer with accurate information; Must have excellent telephone etiquette. * Must be able to work independently as well as part of a team * May assist with training and reviewing the work of less experienced Client Service Center. * Must be able to multitask reasonably well. * Must be able to listen well, follow instructions, and communicate with team members and management via phone, face to face, email, and instant message. Equal Employment Opportunity Policy Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran. Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations. Bank Of The West Sacramento CA

Brokerage & Retirement Associate

BNP Paribas