Sales and Support Specialist II

Edina, Minnesota
Jun 22, 2017
Jul 22, 2017
Job Type
Employment Status
Full Time

At Minnesota Bank & Trust, we’re your career destination!

At Minnesota Bank & Trust, behind our local touch lies the support of one of the nation’s top 100 Banking organizations. This means great resources and career opportunities for our staff!

We are currently seeking a Sales and Support Specialist II for our Edina Banking Center.

The Sales and Service Support Specialist II provides ongoing, specialized support to the
Leader, Wealth Advisory Services staff, WAS Business Development Officers and client.

Responsibilities include: (1) Sales support (2) Service Support (3) Develops working relationship with assigned Wealth Advisors and Business Development Officers in order to delight our current and prospective clients (4) Provides feedback on  required updated processes; assist in the maintenance and creation of internal forms and procedures (5) Prepare account annual review and investment objective review forms (6) Perform other duties as assigned.

Requirements include: (1) Bachelor’s Degree in Finance or equivalent work experience required (2) 3 - 5 years professional office experience (3) Previous experience with sales and sales support highly preferred with a registered investment advisor, wealth advisory office or broker/dealer (4) Extremely versed in account structure, fee structure, and investment offerings (5) Experience with Financial Planning, CRM, Trust Accounting software is strongly desired.

Minnesota Bank & Trust provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, familial status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws.

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