MT Bank
divh2Administrative And Sales Support/h2pProvide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region./ph3Primary Responsibilities:/h3olliActively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing./liliSupport sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes./liliAssist in gathering or preparing sales materials in preparation for sales meetings. Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in the associated branch and/or region./liliCoordinate travel arrangements, sales meetings, training activities and events and customer seminars./liliAssist in reviewing and processing paperwork sent to the home office./liliMay assist in processing trades on appropriate system following appointments./liliMaintain regular sales reporting to keep sales force updated on regional activity (i.e. updates sales and referral activity.)/liliSupport the audit and compliance process and associated activities./liliSupport the sales force by facilitating the ordering and processing of business cards, name plates and computer access./liliUnderstand and adhere to the Companys risk and regulatory standards, policies and controls in accordance with the Companys Risk Appetite. Identify risk-related issues needing escalation to management./liliPromote an environment that supports belonging and reflects the MT Bank brand./liliMaintain MT internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable./liliComplete other related duties as assigned./li/olh3Scope Of Responsibilities:/h3pThis position works under direct supervision. This position requires interaction with internal and external contacts to obtain pertinent information./ph3Education And Experience Required:/h3pAssociates degree, or in lieu of a degree, a combined minimum of 2 years higher education and/or work experience/ph3Education And Experience Preferred:/h3pMinimum of 1 years sales and/or sales administration experience/ppFINRA Series 99 license/ppMT Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.49 - $35.81 Hourly (USD). The successful candidates particular combination of knowledge, skills, and experience will inform their specific compensation./ppLocation: Lewisburg, Pennsylvania, United States of America/p/div