GENERAL SUMMARY:

The role of the service consultant is to provide a solution-oriented service to HFG clients and fellow team members to ensure the strategic objective is fulfilled and client goals are obtained.

STATEMENT OF EXPECTATIONS:

Community First Bank/HFG Trust expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance by:

• Adhering to the Companys policies and supporting Management decisions and goals in a positive, professional manner.

• Representing the Company with a high level of integrity and professionalism.
• Maintaining knowledge and understanding of banking rules, regulations, laws, and all policies and procedures pertaining to them including but not limited to, the Bank Secrecy Act (BSA) Regulation E and Regulation CC.
• Demonstrate a willingness to adapt to changing business needs and deadlines.
• Possessing a work ethic that includes neatness and dependability.
• Exhibiting a professional, business-like appearance and demeanor.

ESSENTIAL DUTIES:

• Point of contact in taking care of the needs of our 800+ clients and relationships and providing unprecedented client service.
• Become an expert on our client relationship management (Salesforce) and custodial (Pershing and TD Ameritrade) systems.
• Responsible for concierge onboarding of new clients, which means walking them through the account setup process, getting the necessary paperwork completed, ushering them through our technology platform, and directing onboarding meetings.
• Serve as primary contact with our custodian and work as a liaison for the client in managing key account administration and maintenance needs such as account transfers, wires, rollovers, distributions, etc.

• Mastering preparing and processing custodial paperwork and keeping records of client interactions, transactions, comments, etc.

• Working under limited supervision with latitude for the use of initiative and independent judgment.
• Communicating and coordinating internally with advisors, planners, and operations.
• Update and maintain client records to ensure data integrity in our Client Management System.

ATTRIBUTES OF TOP PERFORMERS

• Passionate about saving the day for their clients they dream about ways to simplify their clients lives. If you like making people smile, youll be in good company.
• Relentless in wowing their clients and exceeding their needs. If theres a roadblock, they tear it down.
• Excellent communication skills, both verbal and written. Mastered the ability to speak professionally in a confident and articulate manner.
• Energized by interacting with and helping people. They know that everyone has trouble sometimes and seek to empower and educate our clients.
• Professional demeanor Mature, wise, poised, and polished
• Live by the mantra of theres always a better way. Reading and learning about new ways of doing things is part of their DNA.
• Theyre a positive person and know how to look on the bright side.
• Understands there is no I in TEAM.
• Humble on the outside; confident on the inside.
• They bring solutions to the table not just problems (But you arent afraid to point out where were going wrong).
• Coachable with a willingness to learn
• They have more patience than a rock
• Comfortable with a little chaos and uncertainty. We move fast and sometimes decisions are made without all the information.
• Arent afraid to occasionally nerd out on wealth management and financial planning
• Attention to detail is their middle name.
• They can effectively manage multiple projects and tasks at the same time.
• Displays integrity in all they do.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• High School Diploma or GED required.

• 2+ years of demonstrated client care experience.
• Proficiency in Microsoft office products.

KNOWLEDGE, SKILLS AND ABILITIES:

• Excellent verbal and written skills
• Ability to work independently as well as in a team setting.
• Ability to multi-task.
• Accuracy and attention to detail.
• Knowledge of mathematics