Wealth Associate – Riverway

Position Summary:                                                                     

The Wealth Associate, through a combination of client-management skills, planning, market, and product knowledge will complete mandatory compliance testing such as Activity Reports and Currency Transaction Reports. The Wealth Associate is also responsible for cold-calling and analyzing qualified prospects. The ideal candidate will be self-motivated and have at least 2 to 3 years of sales experience. Our client is the fourth largest credit union in the state and is located in Houston, Texas.

Reports to: TWA Sales Manager

Classification:Exempt

Essential Responsibilities:  

  • Making outbound sales calls to credit union members on a daily basis
  • Developing interest with members related to wealth management services
  • Following a structured sales process to profile and qualify prospects
  • Networking and creating partnerships with other departments to obtain and provide appropriately qualified referrals
  • Scheduling quality appointments for senior advisors who will help close larger or more complex opportunities
  • Responding to inbound leads and fielding web inquiries
  • Reporting through our Salesforce CRM system
  • Completes all mandatory compliance testing within designated time frame and other compliance assignments including Office of Foreign Assets Control (OFAC), Unusual Activity Reports (UAR), and Security processes
  • Implements processes as required by the Bank Secrecy Act and company policies and procedures including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure
  • Stays abreast of changes within the credit union relating to services and procedures
  • Actively participates in community relations activities and groups to represent the Credit Union
  • Other assignments and projects are necessary

Education:

  • Bachelor’s degree from an accredited college or university degree in related field

 

Experience:

  • 2 to 3 years of successful sales experience

Skills/Knowledge:

  • A self-starter who is willing to make over 100 dials each day
  • Consistent in performing measurable and effective sales behaviors
  • Highly coachable and able to implement feedback from managers and team leaders
  • Detail-oriented and organized with excellent follow-up skills
  • Excellent at communicating via phone, email, and face-to-face
  • Able to develop and maintain relationships with credit union membership
  • Strong interpersonal skills and respect for diversity
  • Attention to detail and time management
  • Demonstrated ability to handle multiple tasks at one time

Equipment Used/Software Needed:

  • MS Office Suite (Word, Excel, PowerPoint, Outlook)
  • Salesforce CRM system

Working Conditions:

  • Work is carried out in a controlled, agreeable environment as generally represented by normal office conditions
  •  Ability to travel around the Houston area

 

Physical Demands:

  • Physical exertion includes bending, pushing, standing and walking. Must be able to move or lift and carry up to 25 pounds.
  • Good clarity of speech and other communication capabilities, with or without reasonable accommodation, which permits employee to communicate effectively.
  • Good personal mobility and physical reflexes, with or without reasonable accommodations to perform office duties and travel with necessary to off-site locations.
  • Good vision and good hearing acuity (with glasses and hearing aids, if necessary).
  • Skilled in use of computer screens and manual dexterity in use of keyboard

 

Mental and Aptitude Requirements:

  • Analytical, conceptual, problem-solving and decision-making skills
  • Mentally tough and willing to take regular rejection

 

Other:

  • Work cooperatively with staff, clients and representatives of other companies; conduct all business in a courteous, professional manner.
  • Must be willing to submit a background check and possibly a drug screen.
  • Must have access to reliable transportation
  • If applicable, must have valid driver’s license or valid photo ID
  • Must be available to work during company business hours.

NOTE:  This job description is not intended to be all-inclusive. Employee may perform other related duties as requested to meet the ongoing needs of the organization.

 

Riverway Business Services is an Equal Opportunity Employer and will consider all applications without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law. Candidates must have authorization to work in the U.S. Clients will not sponsor visas.

 

The point of contact for potential candidates is Fayaz Sundrani (Fayaz.sundrani@riverway.jobs)

Social Media Intern –  ThinkBAC Consulting

 ThinkBAC Consulting is a privately owned specialty Recruitment Firm targeting the niche areas of key industries in the global economy. We thrive on providing quality cost efficient recruitment solutions and also maintain our MBE and HUB certification to provide added value to our customers. 

Our goal is simple; we aim to link the best available candidate (BAC) with the best available company (BAC) by utilizing a consultative approach to foster transparent interactions with our customers. 

Our productivity is driven by our E4 (Energy |Ethics |Efficiency |Excellence) Values and gives our customers the assurance that we will always have their “BAC” when they need support. 

Social Media Intern Overview: 

Interns will assist with the implementation of our Social Media Strategy through the generation and distribution of industry related content through various social media mediums. 

We are looking for Interns to work remotely with our team here in the Houston, TX area. This is a non-paid internship; however opportunities to make high commissions and bonuses for revenue generating activities will be available during the course of the internship. 

What we can offer you: 

 A Professional Recommendation Letter from the Owner of the company will be provided to all Interns that complete their internship in good-standing. 

Opportunities to make high commissions and bonuses for revenue generating activities. 

 Exposure to a variety of industries in the Energy Sector and an understanding of the Headhunting & Recruiting Industry. 

 Flexible work schedule – most of the work can be done remotely and ThinkBAC Consulting is willing to be flexible with student schedules. 

Overall objectives and responsibilities: 

 Development and implementation of social media marketing campaigns and ideas. 

 Identification of new social media and industry related mediums. 

 Distribution of company content to social media mediums. 

Requirements 

 College student interested in getting professional “start-up” experience doing social media marketing campaigns/analysis and learning more about the energy industry. 

 Familiarity with mainstream social media platforms: Facebook, Twitter, Instagram, and LinkedIn. 

 Detail-oriented with excellent analytical, written, and oral communication skills. 

 General experience with Excel, database management, and web-related searches. 

 Ability to work independently and accomplish task with minimal supervision. 

 Ability to multi-task as well effectively manage time and workload. 

Market Research Intern –  ThinkBAC Consulting

 ThinkBAC Consulting is a privately owned specialty Recruitment Firm targeting the niche areas of key industries in the global economy. We thrive on providing quality cost efficient recruitment solutions and also maintain our MBE and HUB certification to provide added value to our customers. 

Our goal is simple; we aim to link the best available candidate (BAC) with the best available company (BAC) by utilizing a consultative approach to foster transparent interactions with our customers. 

Our productivity is driven by our E4 (Energy |Ethics |Efficiency |Excellence) Values and gives our customers the assurance that we will always have their “BAC” when they need support. 

Market Research Intern Overview: 

Marketing Research Interns will assist with: Market Research, Database Development, and Surveys for our clients in the Energy Industry. 

We are looking for Interns to work remotely with our team here in the Houston, TX area. This is a non-paid internship; however opportunities to make high commissions and bonuses for revenue generating activities will be available during the course of the internship. 

What we can offer you: 

 A Professional Recommendation Letter from the Owner of the company will be provided to all Interns that complete their internship in good-standing. 

Opportunities to make high commissions and bonuses for revenue generating activities. 

 Exposure to a variety of industries in the Energy Sector and an understanding of the Headhunting & Recruiting Industry. 

 Flexible work schedule – most of the work can be done remotely and ThinkBAC Consulting is willing to be flexible with student schedules. 

Overall objectives and responsibilities: 

 Research competitive landscape for clients regionally. 

 Research and assist with bid process for MBE and HUB certified projects. 

 Utilize sources like LinkedIn to research and identify key decision makers. 

 Utilize various job advertising mediums and professional social networks to generate list of relevant opportunities for customers. 

 Occasionally assist with the preparation of client presentations. 

Experience and qualifications: 

 College student interested in getting “start-up” experience doing market research analysis and learning more about the energy industry. 

 Detail-oriented with excellent analytical, written, and oral communication skills. 

 General experience with Excel, database management, and web-related searches. 

 Ability to work independently and accomplish task with minimal supervision. 

 Ability to multi-task as well effectively manage time and workload. 

Candidate Consultant Intern – ThinkBAC Consulting

 ThinkBAC Consulting is a privately owned specialty Recruitment Firm targeting the niche areas of key industries in the global economy. We thrive on providing quality cost efficient recruitment solutions and also maintain our MBE and HUB certification to provide added value to our customers. 

Our goal is simple; we aim to link the best available candidate (BAC) with the best available company (BAC) by utilizing a consultative approach to foster transparent interactions with our customers. 

Our productivity is driven by our E4 (Energy |Ethics |Efficiency |Excellence) Values and gives our customers the assurance that we will always have their “BAC” when they need support. 

Candidate Consultant Intern Overview: 

Candidate Consultant Interns will assist with: developing and implementing the company’s candidate acquisition strategy. 

We are looking for Interns to work remotely with our team here in the Houston, TX area. This is a non-paid internship; however opportunities to make high commissions and bonuses for revenue generating activities will be available during the course of the internship. 

What we can offer you: 

 A Professional Recommendation Letter from the Owner of the company will be provided to all Interns that complete their internship in good-standing. 

Opportunities to make high commissions and bonuses for revenue generating activities. 

 Exposure to a variety of industries in the Energy Sector and an understanding of the Headhunting & Recruiting Industry. 

 Flexible work schedule – most of the work can be done remotely and ThinkBAC Consulting is willing to be flexible with student schedules. 

Overall objectives and responsibilities: 

 Implementing Candidate Acquisition Strategy – identification, qualification, and classification. 

 Utilize sources like LinkedIn to research and identify niche candidates (Engineers, Project Managers, Analyst..etc) in the Energy Sector. 

 Utilize various candidate databases to generate list of relevant of potential candidates for clients. 

 Review and submit potential candidates to Senior Management for review. 

Experience and qualifications: 

 College student interested in getting “start-up” experience doing sales/networking activities and learning more about the energy industry. 

 Detail-oriented with excellent analytical, written, and oral communication skills. 

 General experience with Excel, database management, and web-related searches. 

 Ability to work independently and accomplish task with minimal supervision. 

 Ability to multi-task as well effectively manage time and workload.