Sales Assistant

At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on "community banking," employees find that they can make an impact through company-sponsored programs such as paid volunteer time, matching gifts for charitable contributions and team participation in charitable events. Through a comprehensive wellness program, employees and their families challenge themselves to healthier lifestyles and receive the necessary motivation and tools. With over 50 locations in four states, First Community Bank offers competitive benefits and the personal service you would expect from a company that knows your community. We welcome all applicants and look forward to new colleagues joining our community!

Duties:

The Sales Assistant will Support assigned BM and/or FAs by reviewing and submitting account paperwork to Broker/Dealer and/or annuity and mutual fund companies for processing and creating client files. Maintain appropriate records as required for all transactions. Follow through to confirm all elements of a transaction are successfully implemented. Answer telephone calls and respond to customer requests and service issues. Research customer account issues including account errors, name and address changes, dividend payment modes, and status of securities. Assist BM and/or FAs with coordination of business plan elements for prospecting to secure new clients such as coordinating strategic partner seminars or branch meetings and regular and consistent communications such as direct mail campaigns and scheduling review meetings to help retain existing clients. Complete all required continuing education such as Bank, Broker/Dealer, and regulatory agencies on time to keep all licenses and Broker/Dealer status current. Perform general clerical duties including typing of general correspondence, making copies, ordering supplies, filing and other special assignments, and projects as assigned.

Qualifications:

• High school diploma or equivalent

• Bachelor's degree in related field or equivalent education and work related experience preferred

• Two years of related experience preferred

• Excellent verbal and written communication skills

• Excellent interpersonal and customer service skills

• Excellent organizational skills and attention to detail

• Strong analytical and problem-solving skills

• Proven record of delivering outstanding customer service

• Demonstrated proficiency using common office software and systems

• Ability to sit in front of a computer for extended periods of time

• Ability to travel, occasionally overnight