Banner Corp.
Part-Time Investment Sales Assistant (Remote - WA, OR, ID, CA)
Banner Corp., Washington, District of Columbia, us, 20022
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.As an Investment Sales Assistant with Banner Bank you will provide support to Financial Advisors, in an assigned territory, with the operations of the Bank's investment services program in accordance with Bank and LPL Financial objectives, policies and procedures.
In this role you'll have the opportunity to:
Support the sales and administrative activities of Financial Advisors within an assigned territory. Manage incoming mail within compliance and regulatory standards. Process client checks and manage bank deposits. Assist in opening new accounts and managing existing account files.Execute trades on behalf of the Financial Advisor, as necessary and receive and book certificates.Assist in the preparation of annual compliance audits and auditor requests.Maintain Customer Relationship Management (CRM) program for current and potential clients within assigned territory.Ensure adherence to Bank, LPL Financial and regulatory policies and procedures.Use Bank tools and behaviors to drive production and exceptional customer service.Maintain all licensing in good standing, completing continuing education courses as assigned by regulation and the Bank.Comply with policies, procedures, security requirements, and government regulations. Stay informed of current Bank products and services, as well as emerging trends.Education & Certifications
H.S. Diploma: required (an equivalent combination of education and experience may be considered)Series 7 and Series 63 preferredInsurance license preferredExperience
4 or more years of administrative experience in an investment or financial services environment requiredKnowledge, Skills and Abilities
Ability to read, analyze, and interpret financial and credit information and governmental regulations.Ability to work with mathematical concepts such as probability, statistical inference, fractions, percentages, ratios and proportions.Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients and partners.Proficient in MS Office products and a working knowledge of CRM software.Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.Knowledge of federal and state laws and regulations relating to investment services.Compensation & Benefits
Targeted starting salary range (based on experience): $ 23.71 - $31.25Incentive potentialComprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurancePaid vacation time, sick time and 11 company paid holidays401k (with up to 4% match)Tuition reimbursement up to $5,250 annuallyGet more information at:
Employee Benefits | Banner Bank
Please take time to review
Banner Bank's Consent & Privacy notice
before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings.
Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
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In this role you'll have the opportunity to:
Support the sales and administrative activities of Financial Advisors within an assigned territory. Manage incoming mail within compliance and regulatory standards. Process client checks and manage bank deposits. Assist in opening new accounts and managing existing account files.Execute trades on behalf of the Financial Advisor, as necessary and receive and book certificates.Assist in the preparation of annual compliance audits and auditor requests.Maintain Customer Relationship Management (CRM) program for current and potential clients within assigned territory.Ensure adherence to Bank, LPL Financial and regulatory policies and procedures.Use Bank tools and behaviors to drive production and exceptional customer service.Maintain all licensing in good standing, completing continuing education courses as assigned by regulation and the Bank.Comply with policies, procedures, security requirements, and government regulations. Stay informed of current Bank products and services, as well as emerging trends.Education & Certifications
H.S. Diploma: required (an equivalent combination of education and experience may be considered)Series 7 and Series 63 preferredInsurance license preferredExperience
4 or more years of administrative experience in an investment or financial services environment requiredKnowledge, Skills and Abilities
Ability to read, analyze, and interpret financial and credit information and governmental regulations.Ability to work with mathematical concepts such as probability, statistical inference, fractions, percentages, ratios and proportions.Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients and partners.Proficient in MS Office products and a working knowledge of CRM software.Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.Knowledge of federal and state laws and regulations relating to investment services.Compensation & Benefits
Targeted starting salary range (based on experience): $ 23.71 - $31.25Incentive potentialComprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurancePaid vacation time, sick time and 11 company paid holidays401k (with up to 4% match)Tuition reimbursement up to $5,250 annuallyGet more information at:
Employee Benefits | Banner Bank
Please take time to review
Banner Bank's Consent & Privacy notice
before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings.
Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
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