WM Sales Assistant II
First Financial Bank

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

Essential Functions/Responsibilities

This position is administrative in nature and requires providing a high level of customer service and phone support.
The Sales Assistant II position supports and assists Financial Advisors (FA) and Clients by responding to inquiries and service requests (i.e. processing deposits, check requests, transfers, and paperwork requests).
A Sales Assistant II will utilize the Raymond James Client Interface Platform in addition to other banking systems.
The Sales Assistant II will have access to, and will maintain, Client account information. This responsibility will require successful completion of a background check and registration with both Raymond James and FINRA.
Executing unsolicited trades per FA request or via Client instruction.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

A Sales Assistant II will have at least two years of industry experience and be Series 7 and Series 63 licensed. A Series 65 or 66 is preferred but not required.
Bachelor's Degree is preferred but not required.
Life Insurance licensure is preferred but not required.
Experience with the Raymond James systems and procedures would be a plus.
Continuous growth in knowledge of banking, finance, financial products and sales development would be expected.
A proactive self-motivated achiever with the ability to multitask would be an ideal candidate for this position.
Preferred Knowledge and Skills

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.