Financial Services - Administrative Assistant

Major Duties And Responsibilities

• Acquire and maintain knowledge and skills to efficiently service customer needs.
• Sell life insurance and annuities.
• Assist with day-to-day functions of the department.
• Promote bank financial services.
• Become skilled in the use of Electronic Agency Management Systems.
• Perform other duties assigned by supervisor.

Job Qualifications

• At least two years sales/customer service experience or related experience or comparable education.
• Procure and maintain life & health insurance license within requested timeframe.
• Knowable regarding investment services, but will not provide investment advice or direct selling of any securities.
• Good communication skills, both verbal and written.
• Able to travel between branches as needed.
• Dependable transportation.
• Basic computer skills and able to perform moderately complex tasks.
• Able to handle and produce accurate work within a specified time frame.
• Demonstrates proficiency and commitment to excellence in performance of duties.