JOB OPENING NOTICE - Kennebec Savings Bank

150 State Street, P.O. Box 50, Augusta, Maine 04332 ǀ Phone: (207) 622-580 ǀ Fax: (207) 622-6499 ǀ www.kennebecsavings.com
Kennebec Savings Bank is an Equal Opportunity Employer and we support workforce diversity.
JOB OPENING NOTICE
DATE:
November 7, 2014
POSITION:
Kennebec Savings Bank has an immediate opening for a full-time Client Services
Assistant in Kennebec Wealth Management, in our Waterville Office.
SALARY RANGE: $28,000 to $42,000
HOURS:
Full time, Monday through Friday.
8:00 a.m. to 5:00 p.m.
POSITION
SUMMARY:
This position is responsible for performing secretarial and
administrative duties in support of Kennebec Wealth Management (KWM) Senior
Account Executives, Client Services Director and clients; for processing financial
transactions within Branchnet; for creating and maintaining client files; and for
supporting Bank products and services.
Act as administrative assistant for the Senior Account Executives and Client Services
Director: represent KWM to customers and visitors in a courteous, confidential and
professional manner; prepare correspondence; maintain files; schedule meetings and
appointments; maintain calendars; receive, sort and distribute incoming mail as needed;
transmit telephone messages. Order and maintain departmental supplies. Perform a wide
variety of departmental functions to meet the established objectives of each client. Refer
questions or problems to KWM Branch Manager/Senior Account Executive. Generate
mailing lists and complete periodic mailings. Develop and maintain spreadsheets and
forms for trust operations. Assist with preparation for various client, and wholesaler
meetings and luncheons. Comply with all applicable state, federal and FINRA rules and
regulations, all LPL Financial (LPL) policies and procedures and, where applicable, Bank
policies and procedures. Meet or exceed established objectives for Client Services
Assistant performance.
Provide clients with account information. Prepare daily deposits; accurately document
client monies and deposit them accordingly. Open new accounts and prepare necessary
documentation. Maintain LPL Financial (LPL) Branchnet, Excel and CRM database, as
well as others. Maintain client and compliance files.
Kevin M. Healey, SVP and Chief Human Resources Officer ǀ [email protected]
150 State Street, P.O. Box 50, Augusta, Maine 04332 ǀ Phone: (207) 622-580 ǀ Fax: (207) 622-6499 ǀ www.kennebecsavings.com
Kennebec Savings Bank is an Equal Opportunity Employer and we support workforce diversity.
Maintain knowledge of current Kennebec Savings Bank (KSB) products and services.
Actively utilize as many Bank products and services as possible in order to fully
understand their features and benefits and to be able to communicate effectively with
customers and prospective customers.
Talk to customers and listen for “cues and clues” to determine needs; respond to customer
inquiries and evaluate their needs; suggest Bank products/services to customers to meet
their needs; make referrals to other Bank personnel as appropriate.
Actively participate in community organizations and events. Represent KWM and the
Bank in the community. Actively participate in industry trade group meetings and
educational programs to remain abreast of current issues and requirements affecting
KWM operations and job performance.
Demonstrate reliable attendance and punctuality. Attend and participate in KWM and
Bank meetings as appropriate. Attend internal and external training to improve skills and
knowledge relevant to the client services assistant position. Understand and fully comply
with Kennebec Savings Bank’s Ten Core Values. Perform other duties as requested.
EDUCATION/
EXPERIENCE
REQUIRED:
Associate’s degree or equivalent work experience.
One to three years’ secretarial experience, with excellent typing, word processing skills;
dictation ability desirable.
Satisfactory completion of LPL Administrative Assistant program.
Computer literate, with specific experience in word processing and spreadsheet
applications.
Must be able to deal with people in a confidential, supportive and professional manner in
person and by telephone.
OTHER
REQUIREMENTS: Must be able to lift files and other documents of approximately 20
pounds.
Must be able to read and work with computer print-out reports.
Must be able to stand or sit for extended periods of time while
waiting on customers.
Must be able to spend extended periods of time operating a computer keyboard and
working at a computer monitor.
Kevin M. Healey, SVP and Chief Human Resources Officer ǀ [email protected]
150 State Street, P.O. Box 50, Augusta, Maine 04332 ǀ Phone: (207) 622-580 ǀ Fax: (207) 622-6499 ǀ www.kennebecsavings.com
Kennebec Savings Bank is an Equal Opportunity Employer and we support workforce diversity.
Must be able to use the telephone to converse with customers for extended periods of
time; must be able to communicate clearly by telephone; must have good listening ability
and skills.
Must have strong written communication skills, including letter-writing ability.
Must be able to climb stairs.
Must be able to prioritize and organize workflow; must have good attention to detail;
must be able to handle multiple jobs.
Must have the ability to think through a problem, following proper steps in finding
resolution.
Must have a high degree of ethics and maintain confidentiality of customers and accounts.
Must be friendly, courteous and sensitive to the needs of customers and coworkers.
DEADLINE
TO APPLY:
NOTE:
Monday, November 17, 2014
Qualified candidates must complete an employment application, which is available on
the Kennebec Savings Bank website (www.kennebecsavings.com) and submit it with a
cover letter and resume by U.S. Mail or email to:
Kevin M. Healey
SVP & Chief Human Resources Officer
Kennebec Savings Bank
P. O. Box 50
Augusta, ME 04332-0050
Email: [email protected]
We are an Equal Opportunity Employer M/F/D/V.
Kevin M. Healey, SVP and Chief Human Resources Officer ǀ [email protected]

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