GENERAL FUNCTION:

This position will act as an assistant to the Financial Services Manager as well as the Financial Advisors, and is also an ambassador for the branch sales program. Will assist with administrative and marketing tasks as requested by supervisor.

Must develop relationships, counsel with customers and perform clerical duties and documentation as needed in the area of investments, insurance and the branch sales program. Directs and assists walk-in customers and phone prospective customers through an organized call program. Assists in all administrative areas as directed by immediate supervisor. Occasionally schedules and organizes departmental activities such as meetings, travel, conferences, and other related functions.