Investment Services Specialist

IBC • Laredo, TX

2d • Onsite

About The Position

IBC Investment Services (IBCIS) Program offers investment planning assistance and products that help IBC Bank customers plan for their financial goals and the future. The IBC Investment Services Specialist (Specialist) is responsible for providing support services to IBCIS. Duties must be carried out accurately and efficiently in a fast-paced environment and in accordance with program policies and procedures. The Specialist verifies program revenue and facilitates bank interaction between the third-party vendor and bank employees. The Specialist provides this service with a “we do more” attitude.

Requirements

• High School graduate or GED equivalent.
• Able to find solutions through critical thinking.
• Report making and data extraction skills.
• Excellent customer service skills.
• Strong written and oral communication skills in English.
• Able to process transactions accurately and efficiently.
• Develop knowledge of IBC Bank programs, policies, and third-party vendor relationship.
• Proficient in computer skills and knowledgeable in Microsoft Office and its applications, in particular Word, PowerPoint, and Excel.
• Basic math skills and ability to use calculator functions.
• Careful attention to detail.
• Team player.

Nice To Haves

• Prior sales or office work experience a plus.

Responsibilities

• Deliver the IBC Experience by providing prompt, efficient and friendly customer service.
• Create and maintain database information critical to preparing various monthly and annual reports.
• Prepare and track IBCIS sales and incentive pay information and paperwork.
• Prepare monthly revenue tracking reports.
• Work closely with IBCIS financial consultants to track sales and data and meet compliance requirements.
• Support the employee-based Licensed Bank Employee Program to create opportunities for both bank employees and customers.
• Compile and maintain support information necessary for program audits.
• Prepare agendas and presentations for committee and/or board meetings as assigned.
• Demonstrated ability to exercise discretion and confidentiality – he / she will work with important customer information.
• Assist the program director with reports related to IBCIS annual goals and the vendor management contract.
• Be informed and track regulatory updates.
• Other duties as assigned.

Benefits

• Medical Plan
• Employer Paid Life Insurance
• Flexible Spending Program
• 401k
• Profit Sharing Program
• Supplemental Benefit Programs such as: Vision, Dental, Disability
• Tuition Assistance Program
• Sick Leave
• Vacation
• Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED