Financial Institutions Engagement Associate

Ameriprise•San Antonio, TX

About The Position

Partner with local leaders within dedicated regions and corporate partners to drive consistency in the financial institution on-boarding process and practices. Serve as primary on-boarding point of contact for financial institution partners. Commitment to share best practices related to financial institution on-boarding and day to day operations while driving effective and efficient operations. Key Responsibilities Responsible for on-boarding processes for all new financial institution partnerships. Partner with leaders to create and manage an on-boarding plan customized to each situation. Serve as a key point of contact to ensure partners have the right tools to support the on-boarding. Collaborate for on-boarding of bank staff including Licensed Bank Employees or Registered Financial Institution Professionals. Key point of contact with project management support on organizational training solutions that cover all phases from design/development to implementation/delivery and measurement. Interact with internal partners to identify appropriate resources to assist throughout all phases to ensure successful result. Coordinate training scheduling and registration activities. Provide virtual and in person support for day of and post on-boarding processes. Seek to deliver best in class experience to new and existing financial institution partners. Partner with Regional Directors to leverage & influence local staff to assist in the on-board process and ensure defined roles & responsibilities for the preparation, day of & post on-boarding are in place. Partner with Communications team to distribute all financial institution communications. Provide system and reports training, passwords/resets for financial institution portal, work on projects, RFPs, audits and additional responsibilities as assigned. Develop relationships and act as key point of contact with financial institution partners such as President/Vice President/CEO/CFOs of Financial Institutions.

Requirements

Strong written and verbal communication skills and experience in the areas of design, proofreading and editing.
Effective at building resource networks and maintaining strong relationships with others.
Must be extremely detail-oriented and a problem-solver with strong organizational skills.
Ability to monitor and service remote and/or multiple office locations.

Nice To Haves

Knowledge of financial service industry helpful, including familiarity with business-specific processes and systems.
FINRA licenses such as SIE, Series 7, 66 and insurance

Responsibilities

Responsible for on-boarding processes for all new financial institution partnerships.
Partner with leaders to create and manage an on-boarding plan customized to each situation.
Serve as a key point of contact to ensure partners have the right tools to support the on-boarding.
Collaborate for on-boarding of bank staff including Licensed Bank Employees or Registered Financial Institution Professionals.
Key point of contact with project management support on organizational training solutions that cover all phases from design/development to implementation/delivery and measurement.
Interact with internal partners to identify appropriate resources to assist throughout all phases to ensure successful result.
Coordinate training scheduling and registration activities.
Provide virtual and in person support for day of and post on-boarding processes.
Seek to deliver best in class experience to new and existing financial institution partners.
Partner with Regional Directors to leverage & influence local staff to assist in the on-board process and ensure defined roles & responsibilities for the preparation, day of & post on-boarding are in place.
Partner with Communications team to distribute all financial institution communications.
Provide system and reports training, passwords/resets for financial institution portal, work on projects, RFPs, audits and additional responsibilities as assigned.
Develop relationships and act as key point of contact with financial institution partners such as President/Vice President/CEO/CFOs of Financial Institutions.