Senior Sales Assistant at HomeTrust Bank in weaverville, North Carolina

Job Description:

Job Summary

The Senior Sales Assistant role is a sales support position, typically providing dedicated operational and sales support to multiple Investment Advisors (IAs).  This position enhances the client experience by providing exceptional client service, and is responsible for utilizing firm policies, procedures, and digital capabilities that will allow them to interact with Investment Advisors along with new and existing clients. 

Key Responsibilities / Essential Functions

• Maintains existing client relationships though the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.


• Assists Investment Advisors with onboarding of new client accounts, which includes the collection of required documentation and client information.


• Prepares presentation materials for Investment Advisors.


• Maintains compliance with all applicable bank, broker/dealer, and state and federal regulations associated with the sale of investment and insurance products.


• Attends and actively participates in sales meetings, training initiatives, and planning sessions related to the development and growth of the program.


• Performs administrative duties that support the Investment Advisors in daily business practices, including telephone coverage, business travel arrangements, coordination of client meetings, preparing travel and expense reports, and file and calendar maintenance.


• Assists Investment Advisors with client appointments, seminars, and branch training sessions to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.


• Assists and monitors reports for the Investment Advisors.


• Maintain confidentiality and security of sensitive information.

Job Requirements:

Education:

• Bachelor’s degree required.

Required:

• 2+ years of related sales experience and/or financial services experience.


• FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.


• Applicable state life and health licenses.


• Exceptional interpersonal and client service skills.


• Detail orientated, highly motivated individual with superior organizational skills.


• Team player with the ability to collaborate with other business partners.


• Ability to work in a fast-paced, evolving environment.


• Excellent organizational, sales, presentation, and relationship management skills.


• Excellent written, verbal, problem-solving, and analytical skills.


• Strong demonstrated proficiency in basic computer applications such as Microsoft Office and Excel software products.


• Ability to maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the bank’s uninsured Products Policy Statement and all applicable state and federal regulations.


• Knowledge of investment and banking products, policies, and procedures.

About HomeTrust Bank

HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization. 

Work Environment, Physical Requirements  

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.  HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.

• This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.


• Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.


• Physical activity requiring reaching, sifting, lifting up to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.


• The employee will frequently communicate and must be able to exchange accurate information with others.


• The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools.

DISCLAIMER:  HomeTrust Bank is an evolving company.  As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job.  While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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