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Premier Banking OPIS Associate

Company: Bank Newport
Location: Middletown
Posted on: June 22, 2022

Job Description:

Overview
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.
OVERVIEW:
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 future.
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 oversight.
Responsibilities
KEY RESPONSIBILITIES
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 Solutions customers.
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 security.


  • Assists Premier Relationship Manager, Officers, and Financial advisors of OPIS with administrative duties to include all maintenance, account opening documentation, servicing, etc.
  • 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 community affairs.

    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 solving skills.
    • Performs related and unrelated duties as may be required.

      SUPERVISORY SCOPE
      No supervisory responsibility
      INDEPENDENT ACTION
      Establishes short-range plans and objectives within scope of Bank-wide policies and goals. Consults with manager regarding policy interpretation or exceptions.
      Qualifications
      QUALIFICATIONS

      • Bachelor's Degree or its equivalent plus a minimum of five years' experience in sales, service, and business development endeavors.
      • 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 customers
        • We commit to serving the financial needs of Rhode Islander's

          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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