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Family Advisor Associate

Baker Boyer National Bank

Family Advisor Associate

Kennewick, WA
Full Time
Paid
  • Responsibilities

    Family Advisor Associate -Job Title: -Family Advisor Associate -Job Type: -Full-Time -Location: -Kennewick, WA -Closing Date: -Job Description: Family Advisor Associate Non-Exempt 8 Department/Group:DS Baker Advisors Reports to:Vesna Dodge Revision date:June 2015 About Baker Boyer: Baker Boyer is the oldest independently owned community bank in the Pacific Northwest.It serves the Walla Walla, Kennewick and Yakima communities with seven branches, providing wealth management as well as personal and business banking services. About this role: Performs general administrative assistance to Family Advisor(s) of DS Baker Advisors.Works directly with clients, providing friendly customer service to problem solve and/or execute requests in timely and efficient manner.Customarily and regularly exercises discretion and independent judgment and prioritizes work load accordingly. Maintains administration and relationship management for all accounts in Family Advisors absence. Role and Responsibilities: Family Advisor(s) Support Works with Family Advisor(s) and other DS Baker Advisors team members to support and day-to-day and strategic business and client needs.This includes: Documents all client interaction and data using customer relationship management software. Assumes responsibility for carrying out tasks for the Family Advisor(s) as requested, many of which may be confidential or complex in nature. Completes entire task or project independently when requested. Manages and arranges the schedule of assigned advisors.This includes managing calendar and/or e-mail and arranging appointments and meetings with internal and external (CPAs, attorneys, etc.) attendees. Anticipates and prepares reports and paperwork of clients in advance of Family Advisor client meetings. Maintains administration and relationship management for all accounts in Family Advisors absence. Handles travel arrangements and accommodations for conferences, as well as registrations and payments. Prepares and submits timely credit card and reimbursement requests for Family Advisor(s). DS Baker Advisors Team Support Communicates on a regular basis with DS Baker Advisors team, keeping all informed of new developments and client needs. Prepares necessary account documentation, including maintaining client files.Assists customers in completing necessary documents for all areas of the bank. Coordinates and teams with other departments across the bank to meet customer needs. Assists and/or covers for other DS Baker Advisors Associates as needed. Customer/Client Support Partners extensively with Family Advisor(s) as the first point of contact for DS Baker Advisors clients. Acts as a receptionist by greeting clients, determining their needs and referring them to the proper person or department. Consistently delivers exceptional customer care and service by handling financial requests from clients in a timely, thorough and accurate manner. Proactively problem solves any team or client concerns.Researches clients problems and provides solutions. Knows each individual client and Family Advisors relationship well enough to act on a request in the absence of the advisor. May handle DS Baker Advisors cash drawer functions and vertex system. This includes setting up each morning and balancing every night. Handles the JHA account input and maintenance for DS Baker Advisors clients. Is proficient at transferring personal and business accounts of DS Baker Advisor clients. Participate in business development activities, including making personal calls on present and prospective clients. Seek opportunities to selectively participate in social or community activities that afford contact with existing clients, and centers of influence. Coordinates, plans and oversees both internal and external DS Baker Advisors client events. Administrative/Bank-wide Works in an efficient manner to consistently deliver excellent customer service, prioritize multiple job tasks and meet deadlines. Assists other departments within the bank with projects relating to consumer services. Works independently on various account, client matters and projects. Maintains a thorough knowledge through ongoing training of the Banks products, services, policies, procedures, and federal regulations, as they pertain to duties. Maintains that client privacy and confidentiality is of the utmost importance, as stated in our Code of Conduct and Ethics document. Participates in Baker Boyer customer and/or community events Performs additional duties as requested. Education and Experience Requirements: Associate's degree (A. A.) or equivalent from a community college or technical school; or two to three years related experience and/or training; or equivalent combination of education and experience.General understanding of banking and/or financial services industry desired. Skills and Qualifications: Demonstrates technical capacity.Strong knowledge and ability to use Microsoft Office Suite(Word, Excel, Outlook, PowerPoint) with proficiency and accuracy.Experience with SharePoint and CRM (or other customer tracking software) desired Demonstrates strong verbal and written communication skills. Excellent customer service skills; able to deliver professional and courteous contact with the public in person, on the phone or through written correspondence. Proactively builds and maintains positive relationships by portraying an approachable and open-minded outlook Ability to deal with problems involving several variables in standardized situations, or seek additional support when needed Exceptional time management skills, attention to detail and accuracy; ability to efficiently organize and prioritize multiple tasks. Willingness to take initiative; proven ability to work independently and with limited direction Ability and willingness to interact with vendors and other professionals as a part of our daily operations as well as various professionals in the community such as attorneys and accountants on behalf of our clients. Ability to apply logic and reasoning when carrying out instructions furnished in written, oral, or diagram form Ability to accurately and efficiently write and/or produce routine reports and correspondence Knowledge of/or ability to easily learn and maintain banking policies and procedures Valid Driver License required Physical Demands/Conditions Requirements: The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer. Occasional travel for business or educational purposes. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company. Baker Boyer is an equal opportunity employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

  • Industry
    Financial Services