Premier Banking OPIS Associate
Company: Bank Newport
Posted on: June 22, 2022
Offering new and exciting career opportunities, BankNewport is
committed to providing our employees the resource and guidance to
develop careers that are challenging and rewarding.
So if you're looking for a great professional opportunity, know
that BankNewport will empower and invest in you.
This position will have a dual role in supporting the Premier
Banking Team, as well as the Financial Advisors of OceanPoint
Investment Solutions. The Premier Banking/OPIS Associate will be
responsible for working with the Premier Banking Relationship
Officers by assisting with key client administrative functions, as
well as overseeing the compliance of retail operations procedures;
along with being responsible for establishing and maintaining
excellent customer relations with the Premier Banking clientele. In
addition, the position will serve as a channel for development to
transition to Premier Banking Relationship Officer in the
This postion will be responsible for working with the Financial
Advisors of OceanPoint Investments solutions in an administrative
capacity. This involves customer follow up, reporting and tracking
of referrals, customer follow-up, and general documentation
Performs any functions necessary, within scope of authority and
expertise, to provide the highest level of service and
responsiveness to Premier Banking and Ocean Point Investment
All employees of BankNewport are expected to support Bank wide
efforts designed to understand, measure, monitor, reduce, control
and report risk in the most efficient and cost-effective manner.
Risk management includes but is not limited to compliance risk,
credit risk, liquidity risk, market risk, operations risk and
systems risk as well as attention to physical building safety and
- Assists Premier Relationship Manager, Officers, and Financial
advisors of OPIS with administrative duties to include all
maintenance, account opening documentation, servicing,
- Communicate with Premier clientele and service their banking
needs, which will include local travel
- Supports Premier Relationship Manager, the Premier Team, and
Financial Advisors with daily functions
- Attend all Premier Banking/OPIS meetings, as well as assigned
branch huddle meetings
- Assists in building strong referral relationships between
Business Development Officers, Mortgage Originators, Commercial
Lenders, OPIA producers, OceanPoint Investment Solutions Advisors
and Branch staff. Represent Premier Banking and OPIS in
interactions with other departments and vendors.
- Maintains and promotes active participation in Bank and
OTHER ACCOUNTABILITIES / RESPONSIBILITIES/SKILLS
- Proven time management and organizational skills
- Proven relationship building and sales experience
- Individual must possess excellent customer service,
negotiation, analytical, decision-making, networking, and problem
- Performs related and unrelated duties as may be required.
No supervisory responsibility
Establishes short-range plans and objectives within scope of
Bank-wide policies and goals. Consults with manager regarding
policy interpretation or exceptions.
- Bachelor's Degree or its equivalent plus a minimum of five
years' experience in sales, service, and business development
- Previous experience with Retail Banking a plus.
BANKNEWPORT CORE VALUES
- We celebrate individuality
- We empower employees to be creative problem solvers
- We invest and take the time to really get to know our
- We commit to serving the financial needs of Rhode
Any physical demands or work conditions 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 to enable individuals with
disabilities to perform the essential functions.
OceanPoint and BankNewport are committed to a policy of Equal
Employment Opportunity and will not discriminate against an
applicant or employee on the basis of race, color, religion, creed,
national origin or ancestry, sex, age, physical or mental
disability, veteran or military status, genetic information, sexual
orientation, gender identity or expression, pregnancy, childbirth
or related medical conditions, military service, marital status, or
any other legally recognized protected basis under federal, state
or local laws, regulations or ordinances
Keywords: Bank Newport, Middletown , Premier Banking OPIS Associate, Accounting, Auditing , Middletown, Connecticut
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