Financial Assistant

Forcht Bank

About The Position

As an 8-time winner of Best Places to Work (in Kentucky), we understand the importance of creating a workplace culture that gives our bankers a purpose each and every day. That purpose is to find unique ways to deliver our brand of happier banking service to customers and other employees. We’re looking for self-starters, outside-the-box thinkers, customer service wizards, small business enthusiasts, and servants within their community. Notice we didn’t say bankers. At Forcht Bank we value diverse and unique thinking that could help us serve our customers better. That’s exactly who we are. What other banks do you know that have an Ice Cream Machine to hand out free ice cream and 18 foot tall forks outside their locations? WHO WE ARE While we opened our doors in 1985 offering traditional banking services, we soon realized we needed to deliver them in a nontraditional way. Financial services are a competitive industry, with over 5,000 banks and 5,300 credit unions. That’s a lot. We understand that we must differentiate ourselves by offering a unique combination of banking, consisting of exceptional customer service and with a twist of great digital banking tools to help our customers manage their basic needs. This is part of our happier banking recipe. Another component is encouraging our bankers to exemplify our values daily. WE BELIEVE IN: Giving back to our communities. Embracing change and evolution Building relationships based on trust and transparency Celebrating and embracing our diversity THE PERKS Our commitment is to grow and train happier employees, providing them with the skills to deliver happier banking and create happier customers. This is how we create happier employees at Forcht Bank: Competitive salary/wage Comprehensive benefits package to include: Health, Vision, & Dental Insurance 401(k) Retirement Plan with up to 4% Company Match (fully vested from day 1) Company Paid Life Insurance Minimum of 15 days of Paid Time Off (PTO) after 60-day introductory period Nine Paid Holidays, plus Birthday Leave and Community Service Leave Charitable donation match Employee celebrations Professional recognition And more!

Requirements

Ability to manage and maintain confidentiality at the highest level of the organization.
Superior proficiency in the use of all Microsoft Office products.
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcript, designing forms, and other office procedures and terminology.
Ability to coordinate multiple, diverse projects while setting realistic timelines and deadlines.
Ability to resolve routine & complex problems independently and understand when consultation with Financial Advisor or Insurance Agent is necessary for unusual issues.
Knowledge of principles and processes for providing customer and personal services; demonstrating high levels of professionalism and confidentiality in all interactions.
Ability to follow prescribed and detailed procedures to solve moderately complex problems and collect data, establish facts and draw valid conclusions.
Ability to give full attention to what other people are saying; taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Ability to communicate orally to others to convey information effectively.
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar including the ability to comprehend written sentences and paragraphs in work related documents.
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Knowledge of those arithmetic, algebra, statistics, and their applications specific to the position.
Ability to listen to and understand information and ideas presented through spoken words and sentences.
Ability to communicate information and ideas in speaking and writing so others will be able to understand.
Ability to identify and understand the speech of another person.
Ability to see details at close range (within a few feet of the observer).
Ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Ability to sit for long periods of time.
Ability to demonstrate manual dexterity through use of typing on a keyboard, sorting through paperwork, reaching and grabbing objects.
Ability to stand, bend, and lift up to 10 pounds.
Ability to operate standard business equipment such as a fax, computer, printer, copier, etc.
Ability to look at a computer screen for several hours.
Ability to travel to other locations if needed.
Ability to work on a flexible schedule when needed that at times may include late working hours or weekend hours.
Proficient in the use Microsoft Office Products (Word, PowerPoint, Excel, Outlook).
May be required to attend activities outside the bank to stay abreast of new developments, best practices, and statutory and regulatory changes.
Pursuant to the Drug Free Workplace Act of 1988, all employees must remain drug free and alcohol free when reporting to work and while engaged in any work related activities.
Must adhere to all Bank Secrecy Act regulations and requirements.
Must be able to attend new hire training and orientation in either Somerset, Kentucky or Lexington, Kentucky Monday through Friday 9:00 am to 4:00 pm for a one to two week period.

Responsibilities

Conserve the Advisor/Agents time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; and initiating telecommunications.
Maintains the Advisor/Agents appointment schedule by planning and scheduling meetings, conferences, and travel.
Enter information into the LPL BranchNet Platform or the AMS 360 system.
Perform other duties as may be assigned.