Job Description

At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.

All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position.

The Wealth & Fiduciary Associate assists Retirement Plan Advisor to maintain and grow client relationships in Retirement Services Group. Responsible for opening new accounts, maintaining files, and performing various administrative functions.

Duties and Responsibilities:

• Assist in all areas of service and management of client relationships in Retirement Services Group.
• Assist in the opening of new accounts. Includes developing knowledge and application of all retirement plan types for coding correct information for proper set up within regulatory requirements.
• Assist in the creation and maintenance of client, individual and household, CRM data information including client contacts and prospect sales process.
• Help coordinate and reconcile asset transfers in for new accounts and from closing accounts.
• Prepare and maintain client files and image all account documents and correspondence.
• Prepare and coordinate requests for distributions from retirement accounts.
• Assist in maintaining database of retirement plan participants and sponsors for regular email communications.
• Maintain working knowledge of all policies, procedures and regulations pertaining to retirement plan services.
• Maintains a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues as related to daily job functions including but not limited to:
• Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank’s standard of conduct.
• Performs other duties as requested.
• Participates in the bank’s High-Performance Rewards Connections program.
• Makes referrals to the Mortgage Center and Branches

Position Requirements:

• Bachelor’s Degree preferred.
• General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
• Excellent verbal and written communication skills
• Extensive reading as needed.
• Work outside of regular business hours, as deemed necessary.
• Ability to make difficult decisions and handle multiple tasks with daily deadlines.

BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.

We maintain a drug-free workplace and perform pre-employment substance abuse testing.