Client Advisory Sales Associate
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About The Position
First American Bank, the largest privately held bank in Illinois, is seeking a Client Advisory Sales Associate to join our team in Elk Grove Village, IL. This full-time position is designed for individuals who are eager to assist Client Advisors and the Business Development Officer (BDO) in identifying and pursuing new sales opportunities within our Client Advisory division. As a community bank with a rich history and a forward-looking philosophy, we pride ourselves on our ability to meet the diverse needs of our clients, from savers to borrowers and businesses. Our employees enjoy a unique level of visibility, career growth, and stability that is often hard to find in larger corporations. In this role, you will attend prospective client meetings alongside the Client Advisor or BDO, utilizing available tools and resources to identify opportunities for customized customer solutions. You will be responsible for planning, preparing, and delivering tailored sales presentations, ensuring that our products and services are effectively communicated to clients. Collaboration with internal business units is essential to create a cohesive client experience that meets individual needs and fosters comprehensive banking relationships. You will manage the new customer experience, ensuring that service standards are met and that any issues are resolved appropriately. Your communication skills will be vital as you engage with prospective clients from the initial meeting until their accounts are funded and transitioned to the Client Advisor. Additionally, you will monitor the transfer of securities and cash into newly established accounts, manage marketing materials, and prepare investment allocation proposals using sales templates. Participation in internal presentations and handling mail distribution are also part of your responsibilities. This position requires a detail-oriented individual with strong organizational skills and the ability to meet deadlines, as well as a professional demeanor that reflects the standards of our industry.
