Career Opportunities with FirstBank

Tennessee’s premier community bank, dedicated to meeting our clients’ needs – big and small.

Careers At FirstBank
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FirstBank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Investment Sales Assistant

Territory: Murfreesboro, TN

Summary:

Responsible for administrative assistance in registered representatives efforts in advising clients on financial plans utilizing knowledge of investment strategies, securities, insurance, pension plans, and real estate.

Essential Duties and Responsibilities:

  •  Coordinating Sales Activities: Assist registered representative in efforts to build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. Activities to be performed at the direction of the registered representative and in compliance with securities licenses (if any) held.
  •  Relationship Building: Work with existing clients and prospects to foster relationships that facilitate the ability of the registered representative to build business. Assist in the training and development of relationships with FirstBank associates.
  • Customer Service Responsible for fostering the FirstBank Experience among every member in the financial center in the following ways: Phones answered by the third ring, proper greeting on every telephone call, all customers greeted when entering the financial center, financial center employees should stand and properly greet (handshake, eye contact, introduction) each customer before entering a meeting, use the customers name at least once, thank the customer, always get back to the customer the same day.

Standard:

  •  Results from secret shoppers
  •  Bank management observations
  •  No customer complaints to the City President.
  • Adhere to Policy and Procedures - Responsible for all compliance with bank policies, procedures, and operational integrity.

Standard:

  •  No findings from internal audit
  •  Must meet all required training
  •  No CIP violations
  •  No compliance violations

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with the disabilities to perform essential functions.

 

Education and /or Experience

High School diploma or general education degree (GED); some college preferred; minimum two years related experience..

Licenses

None required. Preferred series 6 or 7 and 63 and state insurance license.

Language Skills

Must have the ability to read and comprehend simple instructions, short correspondence and memos.

Mathematical Skills

Basic math skills

Reasoning Ability

Ability to apply common sense understanding to carry out written or oral instructions.

Computer Skills

To perform this job successfully, and individual should have knowledge of Database software; and Word Processing software.

All statements are intended to describe the general nature and levels of work assigned to the job and are not intended to be an exhaustive list of all responsibilities, duties and skills required for personnel classified within the category.  

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